This guide covers creating and editing contacts and leads, setting lead reminders, managing lead statuses, taking notes on leads, assigning leads to users, and more.
Contacts are people and companies that are potential clients, strategic partners, referral sources, etc.
You'll gather contacts from many sources: your network, your website, events, your referral sources, and more. When you've identified a contact, you'll gather information about them in Treya to help you qualify them and stay in touch with them.
The information you can gather in Treya includes: their contact information, their company, and any notes or information you've gathered about them. You're able to assign leads to users in your organization, add reminders and next steps, and add tags to help you organize them.
Contacts are visible to leadership and sales roles.
Note that contacts are different than deals. A deal is a specific opportunity for your services. A contact can turn into many deals over time, or never turn into a deal at all.
Create leads by clicking on the + button in the top left corner of the leads screen. Enter contact details in the dialog that appears. All fields are optional, and can be edited later by double-clicking on the lead in the list. Available fields include: name, email, phone, LinkedIn profile, and company.
When entering LinkedIn profile, you can enter the full URL or just the username. Treya will automatically find the full URL.
A contact starts in the New status, and can be set to Attempted (reached out but haven't connected), Connected (connected but haven't qualified), Qualified (qualified as a potential client), Disqualified (disqualified as a potential client).
A reminder action is a reminder to follow up with a contact. Click on the No reminder button in the Next Action column to select a date and an action. Once set, the button will display the date and action, and will change colors as the date approaches, turning red when it is overdue. Click on that button to either complete or remove that action. When the action is completed, this column will show the latest completed activity and it's date.
Add notes to a contact by clicking the View button in the contact's Notes column. A dialog will show all notes for that contact and a text area to enter a new note.
Contacts can be assigned to users in your organization. Click on the Unassigned button in the contact's Owner column to assign a user to the contact and select the user from the dropdown.
Contacts can be tagged with custom tags to help organize them. For example, adding a tag for prospect or referral can help you quickly identify and filter contacts.
Search for leads by name, email, phone, company, or any other field in the search box above the leads list. Enter the field you wish to search and the search term separated by a colon. For example, to search for leads named Fred, enter name:Fred. You can add multiple search terms by separating search terms with spaces.
Archived leads are hidden from the leads list. You can archive a lead by clicking on the Settings button in the last column of the lead row and selecting 'Archive Lead'.
