Capturing lead data in TeamGram CRM is important to ensure every lead is consistently evaluated and qualified. This article will show you the different methods to enter new leads into TeamGram CRM.
Important Properties of a Lead
Before we dive into creating new leads, let’s take a close look at three important properties of a lead record in TeamGram CRM.
Lead Status
Every lead in TeamGram CRM is assigned a status that indicates its stage in the qualification process. This determines the next steps for that lead.
- New: Leads that have been entered into the system but not yet processed.
- Qualifying: Leads actively being evaluated by Sales Development Representatives (SDRs). The SDRs gather information, often through a brief phone call, to determine if the lead meets qualification criteria. This stage may take time if the lead is difficult to reach.
- Qualified: Leads that meet the qualification criteria and are ready to be converted into other record types, such as contacts, companies, or opportunities.
- Disqualified: Leads that do not meet the qualification criteria. No further action is required for these leads.
- Unknown: Leads where qualification status could not be determined, usually because they could not be reached despite reasonable efforts.
- Duplicate: Leads that have already been processed. Sometimes, the same lead may be entered multiple times due to different sourcing methods, such as multiple form submissions, outreach from different campaigns, or manual data entry errors. Duplicates should be identified to prevent redundant efforts and maintain data integrity.
Lead Source
This field tracks how a lead was generated. Sources are predefined by system administrators and can include channels like trade shows, ad campaigns, or referral partners. Tracking lead sources helps measure marketing effectiveness and optimize lead generation strategies.
Owner
Every lead in TeamGram CRM has an assigned owner, typically an SDR responsible for qualification. Assigning an owner ensures accountability and prevents multiple SDRs from contacting the same lead.
Ways to Create New Leads in TeamGram CRM
Manually Creating Leads
Some leads need to be entered manually, such as when collecting business cards at networking events. To create a lead manually:
- Click Leads in the top menu bar.
- Click the New Lead button.
- Enter the lead details.
- Click Save.
Initially, only essential details like name and contact information are required. Additional fields can be completed during the qualification process.
Importing Leads from an Excel File
For bulk lead entry, you can import a list of leads from an Excel file. Typical examples include industry directories or trade association member lists.
To import leads:
- Prepare an Excel file with one lead per row. Ensure column headers match lead form fields.
- Click Leads in the top menu bar.
- Click Actions and select Import.
- Upload your file.
- Assign an owner to the leads and specify additional permissions.
- Click Continue
- Match your file’s columns to the lead fields.
- Click Continue to start the import process. You’ll receive an email notification once the import is complete.
Note: Importing may be restricted to certain users based on administrative settings. If you don’t see the import option under the actions menu, contact one of your system administrators.
Generating Leads From Your Website
TeamGram CRM allows administrators to embed a lead form on your website. When enabled, form submissions automatically create new leads in TeamGram CRM, allowing your team to start the qualification process immediately.
Automatically Creating Leads from Incoming Emails
Your system administrator can configure TeamGram CRM to create leads from emails sent to designated addresses (e.g., sales@yourcompany.com). The email content is stored in the lead’s description field, allowing SDRs to begin the qualification process seamlessly.
