Lead & Contact Management
Effectively managing your leads and contacts is key to building strong relationships and maximizing opportunities. Canebee Connect provides powerful tools to help you organize, track, and prioritize interactions seamlessly.
Basics of Lead Lens
Lead Lens helps you track and manage your sales opportunities efficiently.
Add & Track Opportunities: Log potential deals, assign values, and set expected close dates.
Monitor Progress: View the status of each lead, track actions taken, and analyze engagement.
Track Lead Revenue: Define revenue and conversion for each lead and analyse your growth.
How to Add & Track Opportunities:
Go to Lead Lens from the Home page.
Click "+" on the top right corner and enter details like name, client info, and expected revenue, close date.
Click "Save" to track the opportunity.
Monitoring Progress:
View all leads in a pipeline-style layout for easy tracking.
Add and update any relevant information regarding leads and track actions in the “Activity” section.
Set “Reminder” to keep track of meetings or actions.
How to Manage Contacts with Connect?
Easily store, organize, and access all your contacts in one place.
Add Contacts: Import from your device, Scan business cards, or Manually enter details.
Manage Contacts: Update more information about contacts, add tags, notes or opportunity details. This way you have all information about contact at one place.
Sync & Update: Automatically sync with your phone contacts for real-time updates.
Share Contacts: Grant team members access to specific contacts for seamless collaboration.
Quick Contact: Instantly call, SMS, email, or send a message to your contact directly from the contact details page. “Ask AI” feature to help enhance your communications.
Prioritizing Contacts with Smart Segmentation
Segment your contacts to focus on high-priority leads and better engagement.
Predefined Segments: We categorize your contacts into predefined segments using our intelligent algorithm.
Custom Segments: Use filters and conditions to tailor your own rule to categorize contacts based on business needs.
How to Segment & Filter Contacts:
Navigate to Settings > Smart Segments.
Use predefined segments or create a custom segment.
To create a custom segment, tap the "+" icon in the top-right corner.
Select criteria and enter the corresponding values. Tap "Add Condition" to combine multiple criteria.
Apply the segment to preview the rule before saving.
Tap "Save" to store the segment for future use.