Leads in onCourse are the best way to track an expression of interest in anything you are selling, be it a product, a course, voucher, membership or a combination of things.
Leads are similar to, but much more flexible than Waiting Lists. Where a waiting list can be for only one course, leads can link to many products and courses. And Leads can have notes and documents. It is likely that in the future, we’ll import all your waiting lists into leads.
Leads are fairly open-ended, only requiring an associated contact record.
In a Lead you can set the number of students involved, give it an estimated dollar value, create any number of quotes (we’ll share more on Quotes next week) which can then be turned into invoices, set a preferred site (or sites), attach documents and leave notes.
Most importantly, to help track a lead through your internal sales process you can set tags to leads - this allows you to create an easy process using tags with which you can apply and remove them as needed to mark where a lead is through your sales process.
The ‘Next action on’ date is useful to mark when someone should take the next action in your sales process. You can use this field to set up custom filters that—like in the screenshot shared below—group together the next records to be actioned within the time period set in your filter. For example, if you want to see all the leads you need to action tomorrow, you’d make a custom filter using the query:
Leads can be assigned to different users in your system, allowing you assign leads to users in your sales team.
Once a lead has completed its journey, set its status from Open to Closed. Contacts can have as many leads associated with them as you need, making leads a perfect way track any kind of expression of interest you might receive, be it from a single student or a large corporation.
Learn more about Leads on our YouTube channel, or by watching the introduction below. (ish - YouTube)