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Lead Management

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Boost Your Lead Management Efficiency

Simplify and streamline your lead management process with 365 CRM. Contact us today and discover how we can help you capture, nurture, and convert leads effortlessly!

What is Lead management in 365 CRM?

Lead management is the process of capturing, tracking, and managing potential customers from Inceptive interest to conversion. A well-structured lead management process begins with generating and capturing leads through marketing efforts, followed by qualifying them based on criteria such as budget, needs, and intent. Using a CRM lead management platform or a reliable lead management tool simplifies this process by organizing and prioritizing leads effectively. Qualified leads are assigned to sales teams for follow-up, while others are nurtured through personalized communication until they are ready to make a purchase.

Lead tracking and analysis, often conducted through CRM systems, monitor engagement levels and help refine strategies. Effective lead management streamlines sales processes, prioritizes high-potential opportunities, enhances customer experiences, and drives revenue growth.

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Lead Generation: Attracting leads through marketing efforts like ads, social media, and referrals.
Qualification: Evaluating leads based on budget, needs, and intent to identify high-potential prospects.
Distribution: Assigning qualified leads to the right sales team members for follow-up.
Nurturing: Engaging unready leads with personalized communication until they’re prepared to buy.
Tracking & Analysis: Using CRM tools to monitor interactions, refine strategies, and prioritize opportunities.
Closing: Presenting solutions and addressing objections to convert leads into customers.
Post-Sale Follow-Up: Ensuring satisfaction, encouraging repeat business, and building long-term relationships.

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Connect with us to explore innovative solutions designed to fuel your business growth.

Why Effective Lead Management Matters?

Streamlines the Sales Process: Helps sales teams focus on high-potential leads.
Prioritizes Opportunities: Maximizes conversion by focusing on the most promising leads.
Improves Customer Relationships: Through personalized communication and timely follow-ups.
Boosts Revenue Growth: By converting more leads and nurturing long-term relationships.

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Lead Management FAQs

If you don't see an answer to your question, you can send us an email from our contact form.

Step: 1 Go to Lead

Go to Lead >> Click on Import CSV

Step: 2 Import CSV

Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Login with Facebook

Go to General Setting >> Web Setting >> Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook

Step: 3 Select Lead Label

Go to General Setting >> Web Setting >> Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook >> Select Lead Label >> Save

facebook lable intergration with lead management crm

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Select Lead Label & Generate API

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

website lable intergration with lead management crm

generate api key for website integration

Step 3 : Copy API & Save

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

save api key for website lead integration

API Details

API

POST	https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication	Your API Key
Content – Type	Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

customerName
customerMobile
web_api_key

Note: cutsomerMobile in country code include. Like, 919876543210

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Indiamart

Go to General Setting >> Web Setting >> Third Party Integration >> Indiamart Integration >> Select Lead Label >> Enter “IndiaMART API key” >> Enter the Date “7 days” ahead from Today >> Save

indiamart lable intergration with lead management crm

Step: 1 Lead Label

Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Step: 2 Assign Lead

Go to Lead >> Click on Label Assign >> Add Label

Assign Lead Label with 365 lead management CRM

Step: 1 Dynamic Lead Form Setting

Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

Step: 2 Lead Form

Lead Form Detail

Step: 2 Lead Public Form

Public Lead Form Detail

Step: 1 Add Lead Label

Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Step: 2 Select Member

Go to General Setting >> Attribute >> Lead Label >> Select Member

Step: 1 99 Acres Form

Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres lable intergration with lead management crm

Step: 1 Google Ads Lead Form Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

google ads Assign Label with lead management crm

Step: 1 Housing Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Step: 2 Select User Type

Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Step: 1 Just Dial Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial Assign Label with lead management software

Step: 1 Magicbricks Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks third party login integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks Assign Label with lead management software

Step: 1 Software Suggest Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest third party login integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest Assign Label with lead management software

Step: 1 Tradeindia Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia third party login integration

Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia Assign Label with lead management software

Click Here to download the Lead Integration Plugins

Step: 1 Wordpress Website Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website third party login integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website Assign Label with lead management software

Step: 1 Google Lead Form Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Lead Form third party login integration

Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Form Assign Label with lead management software

Step: 1 Go to Lead

Go to Lead >> Click on Import CSV

Step: 2 Import CSV

Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Login with Facebook

Go to General Setting >> Web Setting >> Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook

Step: 3 Select Lead Label

Go to General Setting >> Web Setting >> Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook >> Select Lead Label >> Save

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Select Lead Label & Generate API

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

Step 3 : Copy API & Save

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

API Details

API

POST	https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication	Your API Key
Content – Type	Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

customerName
customerMobile
web_api_key

Note: cutsomerMobile in country code include. Like, 919876543210

Step: 1 Web Setting

Go to General Setting >> Web Setting >> Third Party Integration

Step: 2 Indiamart

Go to General Setting >> Web Setting >> Third Party Integration >> Indiamart Integration >> Select Lead Label >> Enter “IndiaMART API key” >> Enter the Date “7 days” ahead from Today >> Save

Step: 1 Lead Label

Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Step: 2 Assign Lead

Go to Lead >> Click on Label Assign >> Add Label

Step: 1 Dynamic Lead Form Setting

Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

Step: 2 Lead Form

Lead Form Detail

Step: 2 Lead Public Form

Public Lead Form Detail

Step: 1 Add Lead Label

Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Step: 2 Select Member

Go to General Setting >> Attribute >> Lead Label >> Select Member

Step: 1 99 Acres Form

Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

Step: 1 Google Ads Lead Form Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Step: 1 Housing Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Step: 2 Select User Type

Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Step: 1 Just Dial Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Step: 1 Magicbricks Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Step: 1 Software Suggest Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Step: 1 Tradeindia Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Click Here to download the Lead Integration Plugins

Step: 1 Wordpress Website Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Step: 2 Assign Label

Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Step: 1 Google Lead Form Integration

Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

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