Lead Management

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Boost Your Lead Management Efficiency

Simplify and streamline your lead management process with 365 CRM. Contact us today and discover how we can help you capture, nurture, and convert leads effortlessly!

What is Lead management in 365 CRM?

Lead management is the process of capturing, tracking, and managing potential customers from Inceptive interest to conversion. A well-structured lead management process begins with generating and capturing leads through marketing efforts, followed by qualifying them based on criteria such as budget, needs, and intent. Using a CRM lead management platform or a reliable lead management tool simplifies this process by organizing and prioritizing leads effectively. Qualified leads are assigned to sales teams for follow-up, while others are nurtured through personalized communication until they are ready to make a purchase.

Lead tracking and analysis, often conducted through CRM systems, monitor engagement levels and help refine strategies. Effective lead management streamlines sales processes, prioritizes high-potential opportunities, enhances customer experiences, and drives revenue growth.

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lead management dashboard
lead Tracking & Analysis
  • Lead Generation: Attracting leads through marketing efforts like ads, social media, and referrals.
  • Qualification: Evaluating leads based on budget, needs, and intent to identify high-potential prospects.
  • Distribution: Assigning qualified leads to the right sales team members for follow-up.
  • Nurturing: Engaging unready leads with personalized communication until they’re prepared to buy.
  • Tracking & Analysis: Using CRM tools to monitor interactions, refine strategies, and prioritize opportunities.
  • Closing: Presenting solutions and addressing objections to convert leads into customers.
  • Post-Sale Follow-Up: Ensuring satisfaction, encouraging repeat business, and building long-term relationships.
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Why Effective Lead Management Matters?

  • Streamlines the Sales Process: Helps sales teams focus on high-potential leads.
  • Prioritizes Opportunities: Maximizes conversion by focusing on the most promising leads.
  • Improves Customer Relationships: Through personalized communication and timely follow-ups.
  • Boosts Revenue Growth: By converting more leads and nurturing long-term relationships.
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lead generation details

Lead Management FAQs

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Step: 1 Go to Lead

  Go to Lead >> Click on Import CSV

imports lead dashboard

Step: 2 Import CSV

 Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

imports lead CSV

Step: 1 Web setting

  Go to General Setting >> Web Setting >> Facebook Settings

facebook lead integration

Step: 2 Login with Facebook

  Go to General Setting >> Web Setting >> Facebook Settings >> Login with Facebook >> Login Facebook

facebook third party login integration

Step: 3 Select Lead Label

 Go to General Setting >> Web Setting >> Facebook Settings >> Login with Facebook >> Login Facebook >> Select Lead Label >> Save

facebook lable intergration with lead management crm

Step: 1 Web setting

Go to General Setting >> Web Setting >> Third Party Integration

website third party lead integration

Step: 2 Select Lead Label & Generate API

   Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

website lable intergration with lead management crm
generate api key for website integration

Step 3 : Copy API & Save

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

Copy api key for website integration
save api key for website lead integration

API Details

API

POST https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication Your API Key
Content – Type Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

  • customerName
  • customerMobile
  • web_api_key

Note: cutsomerMobile in country code include. Like, 919876543210

Step: 1 Web setting

  Go to General Setting >> Web Setting >> Indiamart

Indiamart lead integration

Step: 2 Indiamart

  Go to Login Indiamart >> Click on CRM Integration >> Generate API

indiamart crm integration
generate api key with 365 CRM
indiamart lable intergration with lead management crm

Step: 1 Lead Label

  Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Lead Label attributes with CRM
add lead title 365 lead management crm

Step: 2 Assign Lead

  Go to Lead >> Click on Label Assign >> Add Label

Assign Label in CRM
Assign Lead Label with 365 lead management CRM

Step: 1 Dynamic Lead Form Setting

  Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

General Setting for lead management
Dynamic Lead Form Setting for lead
Add Fields in CRM lead
Fields lable CRM

Step: 2 Lead Form

  Lead Form Detail

365 lead management Lead Form

Step: 2 Lead Public Form

  Public Lead Form Detail

lead management system Lead Public Form

Step: 1 Add Lead Label

  Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Add Lead Label for 365 CRM

Step: 2 Select Member

  Go to General Setting >> Attribute >> Lead Label >> Select Member

Select Member 365 lead management

Step: 1 99 Acres Form

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres Form lead integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres lable intergration with lead management crm

Step: 1 Google Ads Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Google Ads Lead Form Integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

google ads Assign Label with lead management crm

Step: 1 Housing Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

365 lead management Housing Integration

Step: 2 Select User Type

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Select User Type of Housing integration

Step: 1 Just Dial Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial Assign Label with lead management software

Step: 1 Magicbricks Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks Assign Label with lead management software

Step: 1 Software Suggest Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest Assign Label with lead management software

Step: 1 Tradeindia Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia Assign Label with lead management software

Step: 1 Wordpress Website Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website Assign Label with lead management software

Step: 1 Google Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Lead Form third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Form Assign Label with lead management software

Step: 1 Go to Lead

  Go to Lead >> Click on Import CSV

imports lead dashboard

Step: 2 Import CSV

 Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

imports lead CSV

Step: 1 Web setting

  Go to General Setting >> Web Setting >> Facebook Settings

facebook lead integration

Step: 2 Login with Facebook

  Go to General Setting >> Web Setting >> Facebook Settings >> Login with Facebook >> Login Facebook

facebook third party login integration

Step: 3 Select Lead Label

 Go to General Setting >> Web Setting >> Facebook Settings >> Login with Facebook >> Login Facebook >> Select Lead Label >> Save

facebook lable intergration with lead management crm

Step: 1 Web setting

Go to General Setting >> Web Setting >> Third Party Integration

website third party lead integration

Step: 2 Select Lead Label & Generate API

   Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

website lable intergration with lead management crm
generate api key for website integration

Step 3 : Copy API & Save

Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

Copy api key for website integration
save api key for website lead integration

API Details

API

POST https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication Your API Key
Content – Type Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

  • customerName
  • customerMobile
  • web_api_key

Note: cutsomerMobile in country code include. Like, 919876543210

Step: 1 Web setting

  Go to General Setting >> Web Setting >> Indiamart

Indiamart lead integration

Step: 2 Indiamart

  Go to Login Indiamart >> Click on CRM Integration >> Generate API

indiamart crm integration
generate api key with 365 CRM
indiamart lable intergration with lead management crm

Step: 1 Lead Label

  Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Lead Label attributes with CRM
add lead title 365 lead management crm

Step: 2 Assign Lead

  Go to Lead >> Click on Label Assign >> Add Label

Assign Label in CRM
Assign Lead Label with 365 lead management CRM

Step: 1 Dynamic Lead Form Setting

  Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

General Setting for lead management
Dynamic Lead Form Setting for lead
Add Fields in CRM lead
Fields lable CRM

Step: 2 Lead Form

  Lead Form Detail

365 lead management Lead Form

Step: 2 Lead Public Form

  Public Lead Form Detail

lead management system Lead Public Form

Step: 1 Add Lead Label

  Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Add Lead Label for 365 CRM

Step: 2 Select Member

  Go to General Setting >> Attribute >> Lead Label >> Select Member

Select Member 365 lead management

Step: 1 99 Acres Form

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres Form lead integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres lable intergration with lead management crm

Step: 1 Google Ads Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Google Ads Lead Form Integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

google ads Assign Label with lead management crm

Step: 1 Housing Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

365 lead management Housing Integration

Step: 2 Select User Type

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Select User Type of Housing integration

Step: 1 Just Dial Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial Assign Label with lead management software

Step: 1 Magicbricks Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks Assign Label with lead management software

Step: 1 Software Suggest Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest Assign Label with lead management software

Step: 1 Tradeindia Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Tradeindia Integration Form

Tradeindia Assign Label with lead management software

Step: 1 Wordpress Website Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website third party login integration

Step: 2 Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website Assign Label with lead management software

Step: 1 Google Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Lead Form third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Form Assign Label with lead management software

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