Lead Management
Categories
Marketing
Level
Beginner

Welcome to our advanced lead management database, designed to optimize your lead handling processes and enhance your sales strategies. In the dynamic world of sales and marketing, efficiently managing leads is essential for driving growth and achieving business success. Our database offers a comprehensive solution for organizing, tracking, and nurturing leads throughout their lifecycle.

Our system categorizes leads into specific target groups, allowing for tailored marketing and sales approaches that resonate with each segment. Each lead is linked to its source, whether it be social media, your website, or events, providing valuable context for your interactions. This information helps you understand the origins of your leads and refine your marketing strategies accordingly.

The database also includes a dedicated table for account managers, ensuring that each lead is assigned to a responsible manager who oversees their journey. This personalized approach fosters stronger relationships and improves conversion rates. Additionally, our interaction tracking feature records every engagement between managers and leads, linking these interactions to relevant campaigns for a holistic view of your sales efforts.

With our lead management database, you can streamline your processes, gain actionable insights, and ultimately drive more effective sales outcomes. Discover the power of organized lead management and elevate your sales performance with our intuitive and robust database solution.

Database: Lead Management

Target groups

Fields

  • Name (Text)

  • Description (Text)

  • Query criteria (Text)

  • Size (Number)

  • Leads (Link to table)

  • Campaigns (Link to table)

  • Count leads (Count)

  • Count campaigns (Count)

  • Campaign / Lead ratio (Formula)

  • Campaign ID’s (Lookup)

Views

  • All target groups (grid)

  • Target groups with size > 10K (grid)

  • Target groups with ratio > 1 (grid)

  • Target groups without campaigns (grid)

Leads

Fields

  • Name (Text)

  • Email (Email)

  • Phone (Phone number)

  • Company (Text)

  • Job Title (Text)

  • Status (Single select)

  • Assigned to (Link to table)

  • Created on (Created on)

  • Last contacted (Rollup)

  • Target groups (Link to table)

  • Source (Link to table)

  • Interactions (Link to table)

  • Count interactions (Count)

Views

  • All leads (grid)

  • All leads grouped by job title (grid)

  • All leads grouped by source (grid)

  • All leads grouped by status (grid)

  • All leads grouped by marketing manager (grid)

  • All leads without interaction last 2 months (grid)

  • All leads stacked by their status (kanban)

Sources

Fields

  • Name (Text)

  • Leads (Link to table)

  • Count leads (Count)

Views

  • All sources (grid)

Account managers

Fields

  • Name (Text)

  • Email (Email)

  • Phone (Phone number)

  • Picture (File)

  • Leads (Link to table)

  • Count leads (Count)

  • Password (Password)

Views

  • All account managers (grid)

  • Gallery: all account managers (gallery)

Interactions

Fields

  • Date (Date)

  • Channel (Single select)

  • Notes (Text)

  • Lead (Link to table)

  • Campaign relation (Link to table)

  • Campaign ID (Rollup)

  • Account manager (Rollup)

Views

  • All interactions (grid)

  • All interactions grouped by date (grid)

  • All interactions grouped by campaign relation (grid)

  • All interactions grouped by lead (grid)

  • All interactions grouped by account manager (grid)

  • All interactions grouped by channel (grid)

  • Interactions without campaign relation (grid)

  • Interactions this month (grid)

  • Calendar: all interactions (calendar)

Campaigns

Fields

  • Name (Text)

  • Row ID (Formula)

  • Description (Long text)

  • Start (Date)

  • End (Date)

  • Budget (Number)

  • Status (Single select)

  • Target groups (Link to table)

  • Interactions (Link to table)

  • Count target groups (Count)

Views

  • All campaigns (grid)

  • Campaigns with budget > 25k (grid)

  • Campaigns with multiple target groups (grid)

  • Campaigns that are active (grid)

  • Campaigns that are completed (grid)

  • Campaigns that are scheduled (grid)

  • Timeline: all campaigns (timeline)

  • All campaigns stacked by their status (kanban)

Application: Lead Management Application

shared

Data sources

Actions (event)

  • logout (9037fe41-9ab3-45f7-988d-094496d0be55_click)

Leads

Data sources

  • All leads

Account manager details

Data sources

  • Lead by account manager

  • Account manager details

Source details

Data sources

  • Lead by source

  • Source

Target group details

Data sources

  • Lead by target group

  • Target group details

  • Campaigns by target group

Leads by account manager

Data sources

  • Account managers

Leads by source

Data sources

  • Sources

Lead details

Data sources

  • Lead details

  • Lead interactions

  • Lead target groups

  • Active campaigns

Actions (event)

  • create_row (submit)

  • refresh_data_source (submit)

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