How to create and manage leads

Lead management is an important part of any sales process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you’ll add them to Insightly on the Leads tab.

Your Insightly administrator can enable or disable this tab, as well as customize the Lead Status and Lead Source fields that you'll use below. See Setting up your account for lead management for more details.

Once you’ve determined a lead is qualified, you’ll convert the lead and Insightly will create a sales opportunity, a contact, and an organization for you. To keep your Insightly data organized, these will all be linked to each other.

Since Insightly will create a contact record from a converted lead for you, don't create sales leads as contacts (from the Contacts tab) or you'll end up with duplicate records.

Leads could be obtained through a purchased contact list, a form on your website, trade shows and meetings where you’ve gathered business cards, and other marketing efforts. You can create Insightly leads in a few different ways:

Creating leads manually

To create a lead directly in Insightly:

  1. Select the Add New Lead option from the quick links at the top of the page or click the New Lead button from the Leads tab.
  2. Enter the lead’s information, such as name and phone number. A last name is required. Insightly also includes special fields for leads like Industry and Lead Rating, and you’ll be able to select from your custom statuses and sources from drop-down lists.
  3. Click the Save button.

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Lead management is an important part of any sales process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you’ll add them to Insightly on the Leads tab.

Your Insightly administrator can enable or disable this tab, as well as customize the Lead Status and Lead Source fields that you'll use below. See: Setting up your account for lead management

screenshot_2017-09-13_n01.png

Once you’ve determined a lead is qualified, you’ll convert the lead and Insightly will create a sales opportunity, a contact, and an organization for you. To keep your Insightly data organized, these will all be linked to each other.

Since Insightly will create a contact record from a converted lead for you, don't create sales leads as contacts (from the Contacts tab) or you'll end up with duplicate records.

Leads could be obtained through a purchased contact list, a form on your website, trade shows and meetings where you’ve gathered business cards, and other marketing efforts. You can create Insightly leads in a few different ways:

Creating leads manually

To create a lead directly in Insightly:

  1. Select the Add New Lead in the quick links at the top of the page.
    screenshot_2017-09-13_n02.png
  2. Enter the lead’s information. A last name is required.
    screenshot_2017-09-13_n03.png
  3. Click Save.
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