When adding Client details you’ll notice the Client Opportunity/Client Lead/Estimated Budget/Expected close date section - these fields feed into your Sales Person sales reports, and your branch's Branch sales reports - so they are important for you to complete them all.
The “Opportunity” dropdown is basically a reflection of your company's sales process - showing you “where the Client is at”. You must select a 10% opportunity (how the client made contact with you) and save the new client details before you can move the client opportunity to any of the other areas. So select the most appropriate 10% opportunity and then move on to the Client Lead dropdown.
The Client Lead, allows you to mark the lead as Hot, Warm, or Cold. This is a helpful way to mark how close the client is to being locked in as a confirmed job. However you and your branch classify Hot, Warm, or Cold is up to you and your branch - a general rule of thumb for residential home builders is, that a Hot lead is someone who has their land and finance sorted (and maybe looking to confirm their builder sooner rather than later), a Warm lead may have one or the other, and a Cold lead is someone just making an inquiry.
And, as long as the opportunity is beyond the initial inquiry stage (i.e. from an initial meeting onwards), a Hot lead will be displayed on the Home Page’s My Hot Leads table.
The Client Estimated Budget is next, based on the type of build they’re wanting to do (number of bedrooms and bathrooms etc), you should have a fair idea of their general budget even if they’ve not told you their price range yet. And if you are not sure, you can always enter this value down the track too.
The Expected close date is the date the salesperson is hoping to ‘close the deal’ - it is the expected contract signing date, not the build completion date. Again this information feeds into the Hot Leads, Sales Pipeline, and Sale Forecast reporting.
The Build Status will default to lead which relates to a project that has not yet been won.
Over on the right, we can select our salesperson for the particular client too, plus identifying them as a person or a company.
