Business Builder – Lead Tracker:

INTRODUCTION:

The Business Builder – LeadTracker module is designed to allow you to calculate the results of your leads. Each lead that you receive from others is entered into the Lead Tracker system along with the source of the lead, result of the lead and other basic information. When you convert a lead into a client, the system automatically calculates your ‘Batting Average’. Follow the directions below to use this system:

The Statistics section allows you to track up to 10 different Sources of Business for each physical week of the month. The first 10 columns can be selected by double-clicking on the column heading and picking the code and correct source of business. Any other source not fitting into the selected 10 items will be placed in the Other Column. The Totals Column shows the total number of leads received for the week. The Deals Column shows the number of leads converted into Clients or Deals. The last column shows the leads to deals ratio.

How to Enter Leads into LeadTracker:

Each lead is entered on a separate line in the grid sheet below using the following fields:

The [*] Field is used to determine if the lead was converted into a client - Press the [Spacebar] in this field to toggle the record marker with an ‘X’.
The [Day of Month] field shows the day of the month the lead was received. When the cursor is in this field a [Down Arrow] button will allow you to choose a date from the calendar.
The [Contact Name] field shows the lead’s name. You can manually enter the name or click on the […] button to select the name from the Mark-It Advantage Xi Address Book.
The [Source of Business] field shows where the lead was obtained from. When the cursor is in this field a [Down Arrow] button will display a list of Sources. If this field is blank, you can Right-Click on the Grid Sheet and select Add Standard Sources to add the Sources suggested by The Core Training, Inc.
The [Referred By] field shows the name of the person giving you the referral. You can manually enter the name or click on the […] button to select the name from the Mark-It Advantage Xi Address Book.
The [Result] field shows the result of the contact. When the cursor is in this field a [Down Arrow] button will display a list of Results.
The [Phone #/Email] field shows the phone number or email of the contact. When the cursor is in this field, a [Down Arrow] button will display to select from a list of contact methods if the contact was selected or entered into the Mark-It Advantage Xi Address Book.
The [# Calls] field shows the number of times it took to get contact with this person. When the cursor is in this field, a [+] button will display, to increment the counter by 1 on each click.

Adding LeadTracker Projects:

The default LeadTracker project is named ‘Primary Leads’. This project name can be changed or additional projects can be added as needed by clicking on the […] button to the right of the project name.

Click on the [Add] button to add Additional LeadTracker Projects.

Click on the [Edit] button to edit the selected Project Name.

Click on the [Delete] button to delete the selected Project.
Note: The DEFAULT Project cannot be deleted.
Click on the [Set As Default] button to make the selected project the Default.
Note: Default means that it is selected automatically.

Changing Months and Years:

Each time you open the LeadTracker module, it will display the default project for the current month.

To change the month, click on the down-arrow next to the month to display a list of months.
To change the year, click on the double arrows at the left of the year to decrease the year or the double arrows to the right of the year to increase the year.

Changing Output Page Sizes:

The LeadTracker module can print in two sizes: 8½ x 11 or 8½ x 14.

To change the output page size, click on the down-arrow next to the page size and select the appropriate size.

Printing a LeadTracker Report:

Press the [Print] button to print a LeadTracker Report for the currently selected project Month/Year.

Verify the Export Media (Change the Printer as needed with the [Change…] button).
Verify the Direct to… Preview is the Default.
Enter the number of copies then press the [Start] button.