We are pleased to announce updates that have been made to Sales Center - Prospecting as an extension of the redesign that has been completed over the last couple of quarters. We are renaming this feature to Leads and have provided a look that is more consistent with what you have become accustomed to with Sales Center products. 

• Lead Management tools ensure no leads fall through the cracks, ultimately saving marketing dollars. 
• Bulk actions are available on all lists that have been imported, not just on a single list. 
• Detailed filters help narrow down Leads to pinpoint efforts.

This feature is currently in a closed Beta so we are not taking any Beta applications for this feature at this time. Look for our future releases for updates on this feature's status, and check out our EZLynx Product Team Partner form for current open Beta features.  

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Accessing Leads (Beta) 

To locate Leads, simply navigate to the Sales Center icon on the left-hand navigation bar. Leads will be under the header with the Beta indicator. This will take you directly to existing lists that have been imported. 

Please note, imports will still need to occur through Sales Center – Prospecting at this time. 

Leads Management 

To manage the Leads that have been imported, you will need to select the type of Lead that has been imported. You can select Personal or Commercial. This is based on the option that was selected at the time of import. 

The following columns are visible by default for both types of leads: 

• Lead Name - For Personal this will be the Name of the Lead. For Commercial this will be the Business Name. 
• Phone Number - For Personal this will be the first number listed for one of the following Phone Types (in order of hierarchy): Home, Mobile, Work, Fax.  For Commercial this will be the Business Phone. 
• Email - For Personal this will be the Primary Email.  For Commercial this will be the Primary Email of the Primary Contact. 
• X-Date - This value is provided at the time of import and will display if it has been provided. 
• Assigned Producer - This value is provided at the time of import and will display if it has been provided. 
• Lead Source - This value is provided at the time of import and will display if it has been selected. 
• Import Name - This value is provided at the time of import. 
• Import Date - This value is the time the import was completed. 

Note: Only fields with values that have been included at the time of import will display. You will be able to add these fields by editing a Lead.

To customize your view, you can select to Hide columns that are shown or Show columns that are hidden. 

Additionally, Leads can be filtered by the following criteria:  Assigned Producer  X-Date  Lead Source  Import Name  Import Date  City  State  Zip Code

Searching the Leads will search for the First, Middle, or Last Names for Personal Leads and Business Name and First, Middle, or Last names of the Primary and Secondary Contacts in Commercial Leads. 

Bulk Actions 

Like other areas of Sales Center, there are actions that can be performed on multiple line items within this table at once. Select one or more Leads to perform the following actions: 

• Email Campaign 
• Send an email campaign to the selected Lead(s). 
• Create Opportunity 
• Create an Opportunity for your sales pipeline for the selected Lead(s). 
• You will have the opportunity to select the Opportunity Source as well as Assigned Producer for the Opportunity. 
• Assign Producer 
• Update the Assigned Producer for the selected Lead(s). 
• Delete 
• Delete the selected Lead(s). 

Lead Information 

To view and/or edit the details of a specific Lead, click on Edit next to the desired Lead. Any information that was provided on the .csv import will be listed here. For Personal and Commercial Leads there is address validation available to indicate if the address is validated through USPS. 

Email addresses are checked against your Suppression List and will be marked with a green checkmark when the email address is not on this list and an orange alert when the email address is on the Suppression List. When an email address is suppressed, no email campaigns will be sent to that email, even when the lead has been selected as part of a bulk action for Email Campaigns. 

The fields for each Lead, aside from the Import Name and Import File Date, are editable. Once updated, you will need to Save any changes.  

When a Lead has been sent an email campaign, they will see this information at the bottom of the Lead’s information under Lead Log.

The Lead Information section of the screen is sizeable, and you can stretch it across the screen or move it to the right to allow for more visibility of the list of Leads. While this is open, you will not be able to interact with the selection boxes, search, filters or bulk actions. You are still able to interact with the phone numbers and email addresses. 

Export Leads 

For users with a Sales Center Admin permission, they will be able to export leads to a .csv file. To do this, simply filter the leads by any criteria of your choosing and then select “Export”. Doing this will export all Leads that meet those criteria. 

Note: The number of Leads that will be exported is displayed on the Export button. Exporting does not perform any action within EZLynx, it only supplies you with a file for Leads.

Why is this important? 

Lead Management tools keep your unqualified Leads separate from your active Opportunities, allowing for your team to be able to allocate their time and resources accordingly. With the visual updates, we have added some functionality that you see in other Sales Center products. 

Filters can help your team pinpoint a subset of Leads to focus efforts for qualifying those and converting them into Opportunities for your Sales Pipeline. Export leads to a .csv file to supply for use with dialers.

We hope you are excited for this upcoming feature and look forward to future releases. Check out the related articles on the right side to learn more about EZLynx!