The Inbound Application
The Inbound application is a tool designed for the creation and integration of lead-generation campaigns. With this tool, you can set up campaigns, assign sales representatives to handle new leads, and establish automated notifications for your team. It also integrates new leads into your Deals app and Sales Pipelines.
To monitor the performance of your campaigns and assigned sales representatives, the Inbound application provides a reporting feature. This feature enables you to keep track of form submissions and phone calls.
Accessing the Inbound Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
Navigating the Inbound Application
1. My Leads Dashboard:
By default, upon accessing the Inbound application, you will land on the 'My Leads' page. This page is your central dashboard for lead management, providing a comprehensive overview of your leads, including their names, origin campaigns, freshness, integration platforms, assigned reps, and types. The page also offers a comparative view of form submissions versus phone calls.
2. Lead Information Preview:
On the 'My Leads' page, you can hover over the 'Rep Assigned' to find additional information about the lead. If it is a 'Phone Call' lead, you'll be able to listen to calls or messages. For 'Form Submission' leads, you'll see the user's provided responses. Also, there's a button labelled 'Create New Contact from Lead' which facilitates adding the lead to your contacts.
3. Campaigns Overview:
On the 'Campaigns' page, you get an individualized breakdown of your campaigns, including creation dates, total lead numbers, integration types, and notifications.
4. Managing Campaigns:
Each campaign listing on the right side contains icons and buttons for various management tasks:
Sales rep assignment - The first icon, an image or initials, shows the sales rep(s) assigned to the campaign.
Campaign status - An 'ON' and 'OFF' toggle allows you to deactivate your campaign without removing it completely.
Campaign editing - The blue pencil icon opens the editor for campaign modifications.
Campaign removal - The red trash can icon enables you to delete the campaign from the Inbound app.
To set up new campaigns within the Inbound application, there is a '+ New Campaign' button at the top of the page. Here are the different campaign types:
The 'Reporting' tab offers a detailed breakdown of campaign performance, including form submissions, phone calls, total leads, leads by date, and lead count per sales representative. You can filter the reporting by Integration Type using the filters in the leftmost column.
6. Search Functionality:
The search function, located at the top of the 'My Leads' and 'Campaigns' pages, allows you to swiftly navigate through campaigns and leads. Depending on the page you're on, you can search by typing in the name associated with the category.
Customizing Your Inbound App View
The Inbound app gives you numerous ways to modify your page view. Start by following the guidance outlined below:
1. Sorting Leads, Integrations, or Sales Agents
The far-left column consistently provides sorting choices based on the available information on your screen.
'My Leads' enables you to filter by Lead Freshness, Lead Category, Integration Category, and Sales Agent. Lead Freshness is arguably the crucial aspect and it continuously refreshes in real-time. This can encourage your sales agents to focus on 'Hot' leads as they surface.
Lead Category provides a quick method to segregate your form submissions from your phone calls.
Integration Category helps you classify your campaigns by the platforms in use. The figure on the right shows how many campaigns of that type are currently operational. Non-active integrations will always display "0."
Lastly, you can promptly oversee your team by filtering campaigns by individual sales agents. You will be able to monitor their responsiveness to new leads and if there's a need to reassign agents for your campaigns.
2. Displayed Items per Page
The 'My Leads' tab will by default show 25 leads per page. You can keep this as the standard and use the arrow keys at the bottom to switch between pages.
Alternatively, you can press the text in the bottom right corner and adjust your page size to present 50 or 100 leads concurrently.
3. Column Customization
The 'My Leads' tab lets you arrange or remove columns of information displayed on your page. You can reach this feature by clicking the icon indicated below:
This will initiate a menu that displays all unique information being shown for each lead. Deselecting the blue tick beside a category will eliminate that information from your 'My Leads' page. Conversely, adding a tick ensures the category's presence.
On the menu's right side, you can press the grey boxes to drag and reorder them as you prefer. You can also delete a category by pressing the X on the right.
Once you're happy with your customizations, remember to hit Save at the menu's bottom.
4. Setting a Custom Date Range
The 'My Leads' and 'Reporting' tabs include an additional sorting option - date ranges. This feature is located between the search bar and the column customization button shown above.
You can utilize the options on the left to filter by day, week, or month automatically. Alternatively, you can use the calendar to select the dates you want to see. The first click sets the start date, and the second click sets the end date. Your page will then automatically refresh to accommodate the changes.