Tracking New Leads

Overview

You’ve set up a lead form and placed it on your website. Now, the question is, how do you track and work new leads? Lead Forms create new records in AgencyBloc and you can find them using advanced search or automatically get notified of leads using automated workflow.

Find Leads using Advanced Search

When records are created in AgencyBloc from a Lead Form, the record is set with a Type, Lead Source, and Lead Date.  Knowing that, you can create and save an advanced search to track leads based upon dates, lead source, and type based on how you set up the lead form.

For example, a lead form set with a Type of Prospect and a Lead Source of Website, you can find new leads using an advanced search like this:

Using Automated Workflow for Leads

With Automated Workflow, you can automate tasks in your agency, like tracking and following up with new leads. Automated Workflows are built using triggers (what you’re looking for) and actions (what you want to happen). If you’ve activated automated workflow, you can set up a workflow to automatically send emails and create activities for follow up.

Once a lead submits the form on your website, you can immediately send the lead an email letting them know your agency received their information. Also, when a new lead is submitted, you can create an activity to assign someone to follow-up with the lead and receive an email notification.

Here’s an example of setting up an automated workflow to track and follow-up with new leads.

Example Workflow Details

Trigger Type: Individuals
Trigger When: an individual is created
Criteria: Lead Form = [Your Lead Form Name]

Action 1: 0 days after (immediately) -  email is sent to the individual who filled out the form. Make sure your lead form includes email address as a field.
Action 2: 0 days after (immediately) - activity assigned to user with due date to follow-up with the new lead.
Action 3: 0 days after (immediately) - notification email sent to a user that there's a new lead