General User interface Features
- Login – instantly applies your access level and direct you to the lead list.
- User Management – Spark has multiple user types for different functions learn more about user access levers here
- Lead Filters – Above the lead list are basic filters base on status type. instantly see all leads that match that status type
- Master filter – This filter provides the ability to filter the list of leads buy most other data points such as partial name email phone number, etc.
- Lead management – All your leads are listed at login for quick access. From the lead list you can open the lead details and begin to administrate the leads.
- Walk-ins/Other – or sources not auto populated in the system, With the quick add feature you are able to create a new lead ease and track right alongside all your automated sources.
- Summary Reports – These reports reflect the basic volume information and source data for your leads in the system. At a glance you can see the lead volume and the status of these leads for the selected time frame.
- Default report time is 30 days and you can extend the start date our to 60, 90 or 365 days to see trends.
- Print a lead sheet – If you have a paper filing system at any point you may print out the lead sheet for your purposes.
- Add to google Calendar option – All events are captured and recorded on our calendar but you may want to add specific events to google calendar so we have this integration.
- Duplicate or bad lead – The system attempt to not create a new lead for the same call in number. Also if a form spammer uses the same details on forms then this will be blocked as well. when a lead is bad we ask for a reason. This is good data to address a situation if we know exactly why the lead was bad. Bad leads are removed from the front of the interface but are able to be recalled if needed.
Lead Status
- Lead Status – Leads enter the system as New and are color coded based on the status.
- Active – indicates that you are trying to make that first contact. Record all methods used to contact the customer. We recommend making minimum 3 attempts with all methods available over a period of 7 days.
- Future event should be setup for “Callback”
- Pending – pending means that you have made contact with the customer but we are waiting the customer to move the sale forward.
- Future event should be set for callback and should have been arranged/suggested on the call. If waiting on another vender to complete a task as for estimated date to touch base. If the customer has to vet with someone else then schedule a time to call them back. Hint pay attention to the time that the customer reached out to you in the first place as might be the right time to call them back in the future.
- Appointment – Have an appointment scheduled with customer
- Contract/Deposit – Means that you receive the down payment to proceed
- In-process – This means that work has begun on the project
- Closed/Funded – means that you have received final payment
Events
Events are triggers for future things to happen. Events have a start time, a reminder trigger for email notification to whom the event is assigned and the ability to assign a user to an event.
Prior to an event a email is generated and sent to the assigned user. in this email is the ability to set the status of the event and to add field notes to the event.
Lead Assignment
If you would like to assign leads to sales reps then someone will need to be responsible for assigning the lead. The feature of assigning a lead is available to Spark Users and Rep Users only see leads that are assigned to them.
