Leads

Leads

In DigifyCRM, leads represent potential customers or clients. The Leads section helps you manage your sales pipeline, track lead progress, and convert leads into customers. This section covers everything from importing leads to sending proposals and converting them into paying customers.

13.1 Import Leads from WordPress Contact Form 7

You can automatically import leads from your WordPress website’s Contact Form 7 plugin into DigifyCRM.

Steps to Import Leads from Contact Form 7:

1. Install the Contact Form 7 Integration module in your WordPress site.

2. Configure the form to send leads to DigifyCRM by mapping form fields (name, email, etc.) to lead fields in DigifyCRM.

3. Activate the integration, and leads submitted via Contact Form 7 will now automatically appear in your CRM.

13.2 Setup Web to Lead Form

DigifyCRM allows you to create a web form that can be embedded on your website to capture leads.

Steps to Set Up a Web-to-Lead Form:

1. Navigate to Leads > Web to Lead Form > Create New Form.

2. Customize the form fields (name, email, phone, etc.).

3. Set the default lead status and source.

4. Save the form and copy the generated embed code.

5. Paste the embed code into your website to start capturing leads directly into DigifyCRM.

13.3 Leads Email Integration

You can configure DigifyCRM to automatically capture leads from incoming emails.

Steps to Set Up Email Lead Integration:

1. Go to Settings > Leads > Email Integration.

2. Configure an email address (e.g., leads@yourdomain.com) to capture leads.

3. Set the conditions for converting emails into leads (e.g., specific keywords in the subject line or body).

4. Save the integration, and any emails matching the conditions will be converted into leads.

13.4 Sending Proposal to Customer or Lead

You can send a proposal to a lead directly from DigifyCRM. If the proposal is accepted, you can convert the lead into a customer.

Steps to Send a Proposal:

1. Navigate to Leads > Select Lead.

2. Click Create Proposal.

3. Draft the proposal, including pricing, terms, and attachments.

4. Click Send to Email to send the proposal to the lead.

5. Track the proposal status (sent, viewed, accepted) from the lead’s profile.

13.5 Convert Lead to Customer

Once a lead accepts your proposal or shows high interest, you can convert the lead into a customer.

Steps to Convert a Lead to a Customer:

1. Navigate to Leads > Select Lead.

2. Click Convert to Customer.

3. Review the lead's details and confirm the conversion.

4. The lead will now appear under the Customers section, and any associated proposals or tasks will be carried over.

13.6 Create New Lead

You can manually create leads in DigifyCRM for potential customers or clients.

Steps to Create a New Lead:

1. Navigate to Leads > New Lead.

2. Enter the lead’s contact information, including name, email, phone, and any notes.

3. Assign a lead status (e.g., New, In Progress) and source (e.g., Website, Email Campaign).

4. Save the lead, and it will now appear in your sales pipeline.

13.7 Lead Sources

Lead sources help you track where your leads are coming from, whether it’s your website, marketing campaigns, or referrals.

Steps to Set Up Lead Sources:

1. Go to Leads > Lead Sources > Add New Source.

2. Enter a source name (e.g., Google Ads, Facebook, Website).

3. Save the source, and it will now be selectable when creating or importing leads.