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Agent Leads

How to track and manage your Agent Leads

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 2 weeks ago

Create forms in Web Form Builder to gather details of Agents and their Agencies interested in partnering with your for overseas applicants. Embed these AGM forms on your website and start to build and update these partnerships.

Agent Manager is the single source of truth for Agent details.

  • Efficient Record-Keeping: Provides an organised, centralised record of enquiries.

  • Improved Follow-Up: Enables timely responses and task management.

  • Data Analysis: Helps identify trends and informs marketing strategies.

  • Personalisation: Allows tailored responses to the school's needs and preferences.

  • Performance Metrics: Generates reports to measure outreach effectiveness.

FAQs:

Q. Why do some leads look bold?

A. Leads that you have not updated the 3 dropdowns on (ie: looked at and made an initial decision about) stay bold until you have.

Q. Can I delete leads?

A. Yes. Leads > Lead Submission Mini Card > More options > Delete. It is permanent.

Q. Where do I see everything the person typed into their form?

A. Leads > Lead Submission Mini Card (scroll down) > Form Submission.

Q. What are Owners?

A. A Lead's Owner is responsible for processing that Lead, and is an automatic dropdown of your users.

Q. What are Categories?

A. You manage the categories in Setup > Dropdowns > Categories. This helps you report in the built-in reports and also on the Leads Dashboard.

Q. What are Statuses?

A. You manage the statuses in Setup > Dropdowns > Statuses. This helps you report in the built-in reports and also on the Leads Dashboard. Typically a Lead will progress along a journey from "1. New" through "2. We reached out", "3. We made contact" to "4. Agreed" or some version thereof.

Q. How do I change which statuses appear in the Leads' progress bar?

A. When you are managing your statuses in Setup > Dropdowns > Statuses, you can show or hide each status for all lead progress bars.

Q. How does it match incoming leads to existing contacts?

A. The matching of leads to orgs and contacts is governed by specific rules and scenarios. Here's how it's designed to work:

Lead Matching Rules:

  • Leads are matched with existing agents: If an incoming lead has the same details as an existing agent, they are considered a match and the existing agency relationship is inherited.

  • New Leads: If there are no existing agents that match, a new agent is created in the system.

  • Choice for agency Matching: Leads are not automatically linked to agencies. Instead, the user is given a choice of a) existing matching agency to link the lead to, b) using the agency details provided in the lead, c) creating a brand new agency manually, or doing nothing.

Following these rules Agent Manager aims to minimise duplicate entries and keep the database clean while allowing for flexibility in handling new and existing relationships.

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