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Colour Coding Leads on the CRM Grid




CRM-Color-Coding-leads-screenshots


Color Coding CRM Lead Management Software helps to visually prioritize your time by having programmable workflow rules automatically change the color of your records automatically. You can customize the workflow rules to automatically change color at an appropriate time, and you can even customize the colors that are displayed next to your Leads in the Leads Tab by simply using the color picker. A good Cloud Based CRM system is all about helping you target which leads require immediate follow-up with what message is appropriate and in a timely manner.

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Here are a few examples of reasons to color code your leads today and help your business succeed in sales:

  • Newly Created Leads

  • Leads you have contacted - i.e. Leads with Lead Status = Contacted

  • Neglected Leads - Those leads that have not been contacted in a certain number of days. To specify the number of days:
  • Click on Control Panel -> CRM Administration -> Setup Color Coding

  • Leads in need of follow-up based on customized workflow rules allow Salesboom Sales Cloud to be tailored to your exact business needs.

Color-Coding-screenshots | CRM Lead Management Software



To access these features, login to your Salesboom account at salesboom.com then click on Control Panel -> CRM Administration -> Setup Color Coding



Remember, All business organizations all over the globe need to have full visibility about their workflow and business processes. The right CRM software solution is all about helping you target which leads and prospects are require immediate follow-up in a timely manner and salesboom CRM Software package deliver you a powerful features to handle this matter such as: “Color Coding Leads feature” helps to visually prioritize your time by having programmable workflow rules automatically change the color of your records, you can tailor the workflow rules to automatically change color at a proper time, and you can even choose the colors that are displayed next to your prospects in the Leads category easily by using the color picker.
Also, Online CRM Color coding leads feature helps owners, executives and managers to detect how many contacted leads they have in their sales pipeline? and how many leads are neglected in your system in a certain number of days to keep an eye on your sales people to evaluate their performance and the leads' colour will changes automatically from yellow color to green color immediately after a direct contact with sales people.

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free Online CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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