Pre-Leads

Learn about Pre-Leads and how they can help your team keep track of individuals before they become prospects.

What are Pre-Leads?


Pre-Leads are a new profile type designed to store your Marketing Qualified Leads (MQL) who have not yet been accepted as a Sales Qualified Lead (SQL).

Pre-Leads_Card.png

💡 Pre-Leads are indicated by the pink left border and PreLead label to the right of the individual's name.

Accept a Pre-Lead


Accept a Pre-Lead to convert the individual into a Prospect and begin your sale process.

  1. Click the grey Accept button at the top of the profile.
    Pre-Lead_Accept_button.png
  2. On the form that appears enter an Assigned User, Inquiry Type, and Market Source.
    Pre-Lead_Accept_form.png
  3. Click the green Save button to accept the Pre-Lead.
    Pre-Lead_Save_button.png
  4. Your Pre-Lead is now converted to a Prospect! The Assigned User will be notified and an Inquiry Activity will be created on the Prospect profile.

Reject a Pre-Lead


Reject a Pre-Lead if no further action needs to be taken on the individual.

  1. Click the red Reject button at the top of the profile.
    Pre-Lead_Reject_button.png
  2. The individual will be made inactive. This individual will still be accessible and you will have the option to Accept the Pre-Lead in the future

Pre-Leads FAQ


Why don't I see Pre-Leads in my database?

Pre-Leads are currently available by request. If you would like to use Pre-Leads in your Enquire database, send us an email:

📧 support@enquiresolutions.com

What happens to Pre-Leads I reject?
Pre-Leads that you have rejected will still exist in your system, but will be Inactive.
You will still be able to search for, and accept these rejected Pre-Leads in the future.
I see Pre-Leads, but how do I add them to my database?
Pre-Leads can be added using our Upload feature or through integrations using the API, such as webform submissions. Learn how to upload Pre-Leads using our Upload feature.

 If you'd like to learn more about our API, visit our developer site!

Can I track Pre-Leads in reports?

Pre-Leads aren't tracked using our Standard Reports, but our reporting team can work with you to develop a custom report. Send us an email!

📧 support@enquiresolutions.com

How can I find my Pre-Leads?

There's several other ways you can keep track of your Pre-Leads. First, Pre-Leads can be targetted by clicking on the People icon from the left-hand menu.

People.PNG


Pre-Leads are also part of the Advanced Search, and can be saved to Lists or Campaigns. To find Pre-Leads via the Advanced Search, you can select the following criteria:

AdvSearch.PNG

Who will see Pre-Leads?

All users will have access to Pre-Leads.

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