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 receive email notifications with Automated Workflow.

IN THIS ARTICLE

Find Leads using Advanced Search

When agent, group, or individual records are created in AgencyBloc from a lead form, the record is set with a type, lead source, and lead date. With that in mind, 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:

Find Leads using Quick Search

When group or individual records are created in AgencyBloc from a lead form, the record is set with a type. If your group types and individual types have been categorized in Data & Custom Field Settings, you can easily separate leads from clients and other types in Quick Search.

Using Automated Workflow for Leads

If you’ve activated Automated Workflow, you can create workflows to automate tasks when a lead completes the form on your website. You can set up workflows to send email notifications to the lead and your team, and create and assign activities for follow-up.

Here’s an example of how to set up a 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