Qualifying and Converting Leads

Proper lead qualification ensures that your sales team focuses on the most promising opportunities. Follow these steps to qualify and convert leads efficiently in TeamGram CRM.

Why Convert Leads?

In TeamGram CRM, leads are kept separate from contacts and companies because lead data is often unverified. Converting a lead:

• Removes unqualified data from the active leads database.
• Adds the contact and company details to the appropriate lists for future engagement.
• Helps maintain a cleaner, more accurate sales pipeline.

If an immediate sales opportunity is identified during qualification, create an Opportunity during the conversion step to kickstart the sales process.

By following this structured approach, you can optimize lead management and improve sales efficiency in TeamGram CRM.

Step 1: Select a Lead

1. Click Leads in the top menu bar.
2. Filter the list to display only leads assigned to you that are in New or Qualifying status. This helps focus on active leads while avoiding duplicates or processed records.
3. Click on a lead to open its details page.

Step 2: Review Lead Information

1. Click the Notes tab to check for any prior interactions or comments.
2. Review the Lead Source field to understand how the lead was generated.
3. Check the Description and other available fields to gather context about the lead.
4. Use web and social media search links on the lead form for additional background and potential conversation openers.

Step 3: Make Contact

1. Call the lead.
2. Ask key qualification questions related to their needs, budget, decision-making authority, and timeline.
3. Click the Notes tab of the lead and document the interaction in a new note.

If you couldn’t reach the lead, note the attempt in your note. If you have already made several unsuccessful attempts to reach the lead, consider marking its status as Unknown to remove it from active processing. Otherwise, create a follow-up activity to schedule the next call:

1. Click the Activities tab.
2. Select Create New Activity.
3. Add relevant details and set a reminder for the follow-up.
4. Click Save to schedule the activity.

Step 4: Decide If The Lead is Qualified and Update Lead Status

Update the lead status accordingly:

• Qualifying: If more information is needed and follow-ups are required.
• Qualified: If the lead meets the criteria and is ready for conversion.
• Disqualified: If the lead does not fit the qualification criteria.
• Unknown: If the lead could not be reached after multiple attempts.
• Duplicate: If the lead already exists in the system and has been processed before.

Step 5: Convert the Lead

Once a lead is Qualified, you can convert it into a Contact, Company, or Opportunity:

1. Click Convert Lead on the lead’s details page.
2. Choose whether to create a contact, company, and/or opportunity.
3. Confirm details and click Save.