{"id":1382,"date":"2024-05-27T11:11:25","date_gmt":"2024-05-27T11:11:25","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=1382"},"modified":"2025-09-16T06:11:01","modified_gmt":"2025-09-16T06:11:01","slug":"lead-management-automation","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/lead-management-automation\/","title":{"rendered":"How to ensure ZERO LEAD LEAK:  Error free and Automated Lead Management with Maple CRM"},"content":{"rendered":"\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background\" style=\"font-size:20px\">Rule Based Lead Scoring, Automatic Prioritization and Custom Categorization <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23.png\" alt=\"Maple CRM Lead management\" class=\"wp-image-1383\" width=\"670\" height=\"350\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23.png 1200w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/23-768x401.png 768w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><\/a><\/figure>\n\n\n\n<p>Does lead management stop only at uploading and maintaining the lead status and reminders? No, right? Does your CRM software draw a line here &#8211; or goes one step ahead? Maple CRM goes far beyond that.<\/p>\n\n\n\n<p>In such a competent world, all we need is software which uses automation smartly to manage even the most basic of the operations like <strong>lead management.<\/strong><\/p>\n\n\n\n<p class=\"has-contrast-color has-text-color has-background\" style=\"background-color:#ffdf86;font-style:italic;font-weight:700\">Automation in lead management can be used to ensure that there are no, literally ZERO lead losses and the existing leads are nurtured diligently too. <\/p>\n\n\n\n<p>Let&#8217;s have a look at how Maple CRM enhances the Lead Management functionality:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-large-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ff8200\" class=\"has-inline-color\">Rule based lead scoring:<\/mark><\/strong><\/li>\n<\/ol>\n\n\n\n<p>100s of leads land in your CRM every day from a plethora of sources. <\/p>\n\n\n\n<p>Are you engaging an executive exclusively to sort out the prospecting, non-prospecting and junk leads?<\/p>\n\n\n\n<p>What if &#8211; there was an automation feature for this sorting, which you can customize exactly as per your business requirement? YES!! It&#8217;s possible.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-style:normal;font-weight:700;line-height:1.9\">Create your own rule on basis of which lead quality is to be decided<\/li>\n\n\n\n<li style=\"font-style:normal;font-weight:700;line-height:1.9\">Give custom scores for the leads which meet the criteria<\/li>\n\n\n\n<li style=\"font-style:normal;font-weight:700;line-height:1.9\">Combine multiple conditions for accurate results.<\/li>\n\n\n\n<li style=\"font-style:normal;font-weight:700;line-height:1.9\">Get your leads scored and sorted!!<\/li>\n<\/ul>\n\n\n\n<p>Example: Let&#8217;s say you&#8217;re an Immigration Consultant and for you a great prospecting lead is when the age is between 24-40, Married, Spouse living in Canada. If these three conditions are met then their Visa Process will be smooth and faster.<\/p>\n\n\n\n<p>You can set up lead score rule as follows:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>If Age is between 24-40 &amp; Married &amp; Spouse in Canada- Score: 100<\/li>\n\n\n\n<li>If Age is between than 41-60 &amp; Married &amp; Spouse in Canada- Score: 70<\/li>\n\n\n\n<li>If Age is more than 60 &amp; Married &amp; Spouse not in Canada- Score: 40<\/li>\n\n\n\n<li>No contact number mentioned &#8211; Score: 10<\/li>\n<\/ol>\n\n\n\n<p>Here, you can define actions for the most prospective score and AUTOMATICALLY ASSIGN to the executive.<\/p>\n\n\n\n<p>If lead is not having a proper contact number mentioned, it can be automatically placed in the bucket of &#8216;Junk&#8217; leads.<\/p>\n\n\n\n<p>That way, valuable time of your executives won&#8217;t go waste in scouring through the leads to find out the best ones and the junk ones. Automate it with Maple CRM.<\/p>\n\n\n\n<p class=\"has-large-font-size\">2. <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ff8200\" class=\"has-inline-color\">Automatic Prioritization<\/mark><\/strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ff8200\" class=\"has-inline-color\">:<\/mark><\/p>\n\n\n\n<figure class=\"wp-block-image size-large has-custom-border\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics-1024x535.png\" alt=\"\" class=\"wp-image-1384\" style=\"border-width:1px\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/Blog-Pics.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>As described above, once the lead scoring is done, leads need to sorted and labelled as per priority. <br>This labelling can be custom configured. Based on the lead scores, priorities can be defined and automatically the leads are categorized. <\/p>\n\n\n\n<ul class=\"wp-block-list\" style=\"font-style:normal;font-weight:600\">\n<li>Automatic prioritization saves the time of sales executives. They can directly go to &#8216;Priority Leads&#8217; and commence their work. No need of searching good leads<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\" style=\"font-style:normal;font-weight:600\">\n<li>Progressing or &#8216;Warm&#8217; leads can be labelled accordingly. Priority labelling will convey the urgency of connecting with the leads<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\" style=\"font-style:normal;font-weight:600\">\n<li>No time will  be wasted in connecting with high priority leads. <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\" style=\"font-style:normal;font-weight:600\">\n<li>Low priority or leads with incomplete information can be picked up at the last or as per custom configurable rules and taken ahead.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">3<\/mark><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ff8200\" class=\"has-inline-color\">. Custom Views <\/mark><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24-1024x535.png\" alt=\"\" class=\"wp-image-1385\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/24.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Custom views are one of the most liked and benefitting features of Maple CRM.<\/p>\n\n\n\n<p>What&#8217;s a custom view?<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\" style=\"font-style:normal;font-weight:700;line-height:3\">Define categories in which the leads are to be segregated.<\/li>\n\n\n\n<li class=\"has-medium-font-size\" style=\"font-style:normal;font-weight:700;line-height:3\">Categories can be source wise, date-wise, status wise or executive wise<\/li>\n\n\n\n<li class=\"has-medium-font-size\" style=\"font-style:normal;font-weight:700;line-height:3\">Category definition is custom configurable<\/li>\n\n\n\n<li class=\"has-medium-font-size\" style=\"font-style:normal;font-weight:700;line-height:3\">Leads get updated in real time in Custom Views<\/li>\n<\/ul>\n\n\n\n<p>As an example, let&#8217;s take the display shown above. <br>Leads are grouped based on their status. This way, it&#8217;s much quicker and easier to know the lead details and their status without having to even glance through the lead list.<\/p>\n\n\n\n<p>Likweise, custom views can be made to have separate lists of leads. <br><\/p>\n\n\n\n<p class=\"has-pale-cyan-blue-background-color has-background has-large-font-size\"><strong>Most Commonly defined custom views:  <\/strong><\/p>\n\n\n\n<ul class=\"has-pale-cyan-blue-background-color has-background wp-block-list\" style=\"font-size:21px\">\n<li>Last 24 hours Update     <\/li>\n\n\n\n<li>Weekly update     <\/li>\n\n\n\n<li>Social Media Leads<\/li>\n\n\n\n<li>High Prospecting Leads<\/li>\n\n\n\n<li>Lost Leads<\/li>\n\n\n\n<li>Executive-wise Leads list with grouping based on status<\/li>\n<\/ul>\n\n\n\n<p>Once the views are defined, all the executives \/ managers have to do is- click on the shortcut available in the home page, get the lead details, move ahead with the work!! <\/p>\n\n\n\n<p>How is it different from Lead Filters &#8211; Lead filters need to be put up every time- enter the conditions each time you need to filter a list. Custom views are one-time defined. <\/p>\n\n\n\n<p>Saves time, energy and effort!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p style=\"font-size:30px\">Take your business to a whole another level with <br><a href=\"https:\/\/immigration.maplecrm.com\/\">Maple CRM software!<\/a><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/sales.maplecrm.com\/\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">CRM<\/mark>: <mark style=\"background-color:rgba(0, 0, 0, 0);color:#daaf14\" class=\"has-inline-color\">Sales and Process management software for SMEs. <\/mark><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-style:normal;font-weight:600\">                    The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.<\/p>\n\n\n\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-medium-font-size\"><strong>info@maplecrm.com   |      +91 9538925641<\/strong>    |    www.maplecrm.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rule Based Lead Scoring, Automatic Prioritization and Custom Categorization Does lead management stop only at [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[535,539],"tags":[3,536,36],"class_list":["post-1382","post","type-post","status-publish","format-standard","hentry","category-crm-software","category-immigration-crm","tag-crm-software","tag-immigration-crm","tag-lead-management"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1382"}],"version-history":[{"count":8,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1382\/revisions"}],"predecessor-version":[{"id":2036,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1382\/revisions\/2036"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}