This guide covers creating and editing leads, setting lead reminders, managing lead statuses, taking notes on leads, assigning leads to users, and more.
Leads are people and companies that are potential clients or strategic partners. You'll gather leads from many sources: your network, your website, events, your referral sources, and more. When you've identified a lead, you'll gather information about them in Treya and nurture them to turn them into clients.
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 classify them into prospects or partners. You'll get email notifications when leads need to be followed up with.
Note that leads are different than deals. A deal is a specific opportunity for your services. A lead 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, and company. A lead is visible to all users in your organization.
A reminder is a reminder to follow up with a lead. Double-click on the lead's Action column to set a reminder by choosing a date and optionally choosing the action to take. Reminders will change colors as their due date approaches, and will turn red when they are overdue. Actions can be set to "Call", "Email", "Meeting", "Document", or "None". Reminders are visible to all users in your organization. Upcoming and overdue reminders are included in the weekly email digest sent to all users. Once you have completed a reminder, double-click on the action and click 'Clear Reminder' to remove it.
Add notes to a lead by double-clicking on the lead's Notes column. A dialog will show all notes for that lead and a text area to enter a new note. Notes are visible to all users in your organization, and are timestamped and show the name of the person who added the note.
Leads can be assigned to users in your organization. Double-click on the lead's Owner column to assign a user to the lead and select the user from the dropdown. Only users who have an active seat license can be assigned to leads. Assigned leads are included in the weekly email digest for that user.
Leads can be classified as a prospect or a strategic partner. Double-click on the lead's Status column to classify the lead and select the status from the dropdown.
Search for leads by name, email, phone, company, or any other field in the search box above the leads list. Search terms are matched against all fields (except notes), and you can even search for terms like 'Overdue' or 'Tomorrow'. You can enter multiple search terms separated by spaces. You can also sort the leads list by clicking on the column headers.
Archived leads are hidden from the leads list. You can archive a lead by changing their status to 'Archived'. You can view previously archived leads by clicking on the 'Show Archived' button at the top of the leads list. Archived leads are not included in the weekly email digest.
