While the most important thing you’ll use LeadSigma for is connecting with your leads, keeping accurate records of whether a lead was won or lost is equally critical. Correctly marking a lead won/lost lets you see what’s working for you and what’s not. Do you have more success converting leads from one source than from another? Is a particular team member crushing it with leads while another needs an assist? Maybe all of your losses are from a certain geographic area, or maybe all of your wins are interested in a particular service you offer. Whatever the pattern is, you can only discern it in your won/lost data if you actually have - wait for it - won/lost data. By definition, to get that data so you can unlock its significance, you first have to mark your wins and losses. On an even more down-to-earth note, marking your wins and losses takes leads out of pending status, meaning you get to vanquish tasks once and for all instead of having them accumulate for leads who should’ve already been cleared.
It's surprisingly simple. Let's break it down:
1. From your dashboard, go to Leads:
2. Pick a lead you want to mark as won or lost:
3. Since the lead hasn’t already been marked won or lost (that’s what we’re about to do), its status should be Pending, so you’ll see the Pending button in the center panel of the lead’s information view filled in.
4. If the lead’s been won, keep reading. If the lead’s been lost, skip ahead to step 8.
5. For won leads, click the Lead Won button:
6. You’ll see the following box pop up. What it’s telling you is that if you mark a lead won, we don’t want to keep pinging that person, sending them unnecessary text messages and emails that would confuse them, making them think that you hadn’t registered that they’d already given you the yes to whatever product or service you’re offering. Pressing Update thus cancels all future tasks. Assuming you have indeed won the lead, press Update. This is essentially an “Is that your final answer?” check.
7. Alrighty then! That’s it for won leads. Per below, LeadSigma fills in the Lead Won box and you are good to go. Congratulations on bossing it up! Keep reading to learn about marking lost leads and notating reasons lost.
8. Lead lost? No biggie. Motivationally speaking, you’re going to move on to the next one and victory shall be yours. Nevertheless, before you go conquer the world, let’s mark that lead lost so we can keep good records, clear the slate, and learn from those losses. We’ll rewind to when that lead was still marked Pending. Scoot your cursor over to Lead Lost and click it:
9. LeadSigma’s Lost Reasons box pops up:
10. This box may not be your happy place, but it’s super-important. It’s how we learn and gather data. In the top field, choose from the dropdown menu of lost reasons. In the Details box, add any extra information future you or a team member might need. We recommend that you write these out as if somebody who’s not you is reading this several days in the future, in other words, without front-of-mind context. Once you’ve filled it out as best you can, press Confirm:
11. That’s it. You’ll now see the lead marked lost and you can move on to your next one!
As a final note, be aware that there are some other places in the app where you can mark a lead won or lost. For example, at the end of a call task completed with LeadSigma’s in-app phone, you’ll be prompted to detail what happened on the call and you can at that time choose whether to mark the lead won, lost, or still pending.