Lead Quality

Lead Quality

Introduction

The Lead Quality Master in ROCKEYE CRM is used to define and manage the quality or grading of leads, such as Good, Better, Best, or any custom categories defined by the organization.

It helps sales and marketing teams evaluate and prioritize leads based on their potential value, interest level, or likelihood to convert. By categorizing leads into different quality levels, businesses can focus on high-priority opportunities, improve conversion rates, and optimize their sales efforts.

How To Navigate Lead Qulaity

1. Click on the Master icon in the top navigation bar.
2. From the dropdown menu, select Lead Quality.

How To Add Lead Quality

Click the Add Lead Quality button on the listing page.

• Name: Enter a descriptive name for the new quality level. This is the name that will appear in dropdowns for users (e.g., Excellent, High-Potential).
• Code: Enter a unique, uppercase code for the system to identify this quality level. It's best practice to use underscores instead of spaces (e.g., EXCELLENT, HIGH_POTENTIAL).
• Status: Select the initial status for the quality level from the dropdown (Active or Inactive). It is recommended to set it as Active upon creation.
• Action Buttons:
  • Save: Creates the new lead quality level and adds it to the list.
  • Discard: Cancels the operation and closes the window without saving.

Editing an Existing Lead Quality

You can view the full details of any lead quality level and make changes if needed.

• Click on the Name of a quality level in the list. A summary panel will slide out from the right.
• Summary Panel Details: This panel displays all the information for the selected quality level, including its name, code, and audit trail (who added/updated it and when).
• Editing a Lead Quality Level:
• Click the Edit (pencil icon) in the top-right corner of the summary panel.
• This will open the "Update Lead Quality" form, pre-filled with the current data. Note that the Code field may be locked to prevent changing the system identifier.
• Modify the Name or Status as required.
• Click the Update button to save your changes. Use the Discard button to cancel.

Listing

The listing page provides a comprehensive table of all configured lead quality levels.

• Name: The user-friendly name for the quality level.
• Code: A unique, system-friendly identifier for the quality level.
• Added By / Updated By: Shows which user created or last modified the record.
• Added Date / Updated Date: Timestamps for when the record was created or last modified.
• Status: Indicates if the quality level is currently Active or Inactive. Inactive levels are typically hidden from selection lists when qualifying new leads.
• Other Icons: Provide functions like refresh, delete, download, filter, and view options.