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Leads in Fello (Complete Guide)

Learn about the Leads module in Fello, and how you can use it to view and manage leads.


Introduction

Your contacts become leads in Fello when they submit forms for the first time. Since each lead may have different requirements and would have started their journey with you at different times, you can set different lead stages to effectively track where each lead currently is in your sales or outreach pipeline.

Note: You can also set lead stages for contacts without any for submissions, if required.


The following sections in this guide will cover how to view and manage leads in Fello. 

00:02: Fellow fellow.

00:05: In this video, you will learn how to navigate lead. Statuses view detailed contact information and update lead progress to optimize your workflow.

00:16: Start by clicking on the leads tab. Found on the left hand side marked with a funnel icon

00:23: This opens the leads page. The First Column are all of the new leads that have come in.

00:30: The second column are leads that you have marked as follow-up. You may have marked this in your CRM, or you can also drag and drop the contact leads from one column to the next.

00:43: Your third column, our leads that you have marked as qualified leads.

00:49: Your last column, our leads that you have marked as disqualified leads.

00:55: You can drag and drop either of these leads to any column here.

01:03: If you would like to manually change the stage of the lead, click on the lead to open the details page.

01:10: When The Details page opens, you will see the form submission and how this lead was entered into fellow.

01:18: Click the view, contact button to edit, or review the details.

01:25: Instead of dragging and dropping between stages, you can also manually select the stage on the left hand side of the contact details.

01:35: If you would like to edit that stage, click on the edit icon marked with a pencil.

01:41: Click on the select stage to change the current stage.

01:47: When a drop-down appears, you can move it from new to follow up qualified or disqualified.

01:54: Once you've changed a stage, click save to continue.

01:59: You can now see the stage that your lead is in from your manual adjustment.

02:07: Fellow fellow fellow.

Viewing Leads


You can view all of your leads in the dedicated Leads module from the left sidebar.

Each lead in Fello can be in one of 4 stages:

  • New: This stage is set automatically when a contact submits a form for the first time, and can be used to identify fresh leads in your database. 
  • Follow-Up: This stage can be used to identify leads that require a follow-up task such as a call, or are currently being followed up. 
  • Qualified: This stage can be used to indicate that a lead has agreed to move forward, and your users can approach them to close deals.
  • Disqualified: This stage can be used for leads who have confirmed that they’re not interested in moving forward, indicating to your users that they do need to be pursued further at the moment. 

Apart from the “New” stage which is set automatically, all the other lead stages must be set manually as your leads progress through your pipeline. 


You can view the total number of leads that are in each stage at any time.



You can switch between a list view and Kanban view for leads (the default is Kanban). To do this:

  • Select the view that you want to use.

Tip: You can use the Kanban view to change lead stages easily by dragging and dropping leads across stages.

Viewing Form Submission Details


Each lead can have multiple form submissions. Here’s how to view details of each submission: 

  • Click on a lead from the Leads module. 
  • Navigate to the Submissions tab.

  • Click View Submission next to a submission.

Here, you can view various details about the submission as when the form was submitted, the lead type, property details, and contact details that were submitted along with the form.

Tip: If you want to view details of a lead’s most recent submission, you can do so by clicking View Submission directly from the list page in the Leads module.

Managing Leads


While you can perform actions such as changing tags and assigned users directly from the Leads module, it is important to note that lead records are the same as contact records, so making these changes will apply in the Contacts module as well.

You can click on the 3-dot icon next to a lead to perform actions like changing the assigned user and updating tags.



This section will explain further about the following actions:




Assigning Leads


Changing the assigned user of a lead is the same as changing the assigned user of a contact, i.e., a lead and a contact can only have the same assigned user. So, if a contact was assigned to a user, and that contact has become a lead, the assigned user will remain the same. 


You can change the assigned user directly from the Leads module: 

  • Click on the 3-dot icon next to a lead.
  • Select Edit Assigned User.

  • Search for the user you want to assign to this lead, or select Unassign to remove the currently assigned user. 

  • Click Update.

The assigned user has been updated.

Note: You can also assign leads automatically by automating lead routing.


Changing Lead Stages


To change the lead stage: 

  • Go to the Leads or Contacts module.
  • Select a lead stage directly from the Lead Stage column.




    (or) 
  • Select a contact. 
  • Click the Edit (pencil) icon under Stage.



  • Select the current stage of the contact.

  • Click Save.

🗒️ Note: You can select No Stage to remove the currently set lead stage. When a contact does not have any lead stage, they will not appear in the Leads module.

💡 Tip: The leads module supports a Kanban view that lets you drag and drop leads between stages.

You can also use workflows to update lead stages automatically. This can be particularly useful when you want to update a lead stage in Fello based on the stage in your CRM, or vice versa. Here's what an example of such a workflow might look like:

 

This way, if you've integrated with a CRM like BoldTrail, Follow Up Boss, or Sierra, you can use the CRM Stage Updated event to update the lead stage in Fello accordingly. 

 

Automate Lead Routing


You can configure lead routing rules to assign leads or contacts to users automatically. Some rules are configured by default. To get started: 

  • Go to Settings > Lead Settings.
  • Navigate to the Automate tab.


Here, you will see rules with different triggers, such as how to route leads when a form is submitted or when a contact drops off without submitting a form. 


2 rules are configured by default and will always remain active: 

    1. Personalized URL Assignment Rule: If the source of a lead was a Personalized URL, then this rule will assign that lead to the user associated with that URL.  
    2. Website Subdomain Assignment Rule: If the source of the submission or drop-off was associated with a particular user’s subdomain, then the contact will be assigned to that user.
 

To create a new lead routing rule: 

  • Click + Create Rule next to the required trigger.

  • Enter a name and description for the rule.



  • Click Save.
  • Click Contact Matches Filter and then + Add Filter  to filter out contacts to whom this rule applies.




  • Search for filters and apply them as required. Close the filter configuration panel when you’re done.

  • Click Save for your applied filter criteria.

  • Click the Rotate Assigned User block.



  • Choose if you want to rotate users even if the contact already has an assigned user.



  • Select the users between whom you want to rotate assigned contacts on a round robin basis. (You can select just one user too.)



  • Click Save.
  • Click Turn On Rule to activate it.


You can also mark an existing active rule as inactive or delete it by clicking the 3-dot icon.


User Mapping


You can map details of users in your Fello account with users in your CRM to ensure that leads are assigned to the same users across both platforms.


To create a new user mapping: 

  • Go to Settings > Lead Settings.
  • Navigate to the User Mapping tab.



  • Click Map New CRM User.



  • Enter the required details and click Add.


The user mapping has been created.

You can also click Import to add user mapping in bulk from a CSV file.



You can also delete user mappings in cases such as employees leaving your organization:

  • Select the users for whom you want to delete mappings.



  • Click Delete, and confirm in the popup that appears next.