Leads

Leads are prospects at the top of your funnel — people or companies you have not yet qualified into clients. Omnisnia lets you capture leads by hand or from a public web form, score them automatically against rules you define, and convert the promising ones into clients (optionally opening a deal at the same time).

Lead fields

Once a lead has been converted, it also records the client it became.

Capturing leads

By hand

Open the Leads area and add a new lead. Record a name, company, or email (at least one), set a source and status if you know them, and save.

From a web-to-lead form

A web-to-lead form is a public capture link you can put on your website or in a campaign. Anyone who submits it creates a lead in your organization — no Omnisnia account required.

• An administrator creates a web-form token for your organization and gives it a label. The token is what routes a submission to the correct organization, so a submission can only ever land in your organization.
• The public capture link carries that token. Submissions arrive as new leads with the source set accordingly, ready for you to review and score.

Because creating and managing web-form tokens is an administrative task, ask an administrator to set one up if you need a capture link. See Account & Organizations for what administrators can do.

Lead scoring

Lead scoring assigns each lead a numeric score by adding up the points from every scoring rule it matches. Higher scores mean more promising leads, so you can prioritize your follow-up.

How scoring rules work

Each rule tests one attribute of a lead and awards (or subtracts) points when it matches. A rule has:

• Attribute — one of:
  • source — matches the lead’s source against a value you specify
  • status — matches the lead’s status against a value you specify
  • has-email — matches whether the lead has an email address (use the value true)
  • has-company — matches whether the lead has a company (use the value true)
• Match value — the value the attribute is compared against
• Points — how many points to add when the rule matches; use a negative number to create a penalty
• Active — only active rules are applied

For example: award 10 points for source = web-form, 40 points for status = qualified, 5 points for has-email = true, and subtract 100 points for status = unqualified. A lead’s score is the sum of the points from every active rule it matches.

Recomputing scores

Scores are recomputed when you run a recompute. Do this after you change your scoring rules so that existing leads reflect the new rules. Recomputing re-scores your organization’s leads against the current active rule set.

Converting a lead

When a lead is qualified, convert it into a client . Converting turns the lead into a client record and marks the lead as converted (linking it to the client it became).

You can optionally open a deal at the same time. When you convert, you may choose to:

• Create a deal as part of the conversion
• Give the new deal a title
• Set the deal’s amount and currency

If you create a deal during conversion, it is tied to the new client and starts at the beginning of your pipeline. See Deals & Pipelines .

Related pages

• Clients & Contacts — what leads become
• Deals & Pipelines — open a deal on conversion
• Sales Email — nurture leads with templates and sequences
• Reports & Dashboards — the built-in lead funnel report