Leads Overview

Leads Overview

Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from your website, walk-ins, phone calls, third-party syndication partners and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, they're converted into a Contact and Deal (opportunity) in Zop CRM. 

The Leads module in Zop allows you to add all your leads in one place along with the vehicle of interest. Adding all necessary information such as name, address, phone number, and email helps in getting in touch with them easily.

The record details page displays everything that you need to know about the lead such as lead overview, activities, notes,  attachments, and email interactions. 

You can view the list of leads using the standard list views available or create a custom list view of your choice. 

Create Leads 

Zop allows you to create a Lead in the following ways:
  1. Create Leads Manually
  2. Capture Leads from your website lead forms (Eg. Contact, Credit app, Trade, Book A Test Drive, etc.)
  3. Capture Leads from all your third-party marketing partners using ADF 

Create Leads Manually

To create leads manually follow the steps below:

  1. Go to the Leads module and click "Create New Lead" 
  2. Enter the details in the Create Lead page.
  3. Click Save.

Capture Leads from your Zop Website

You can use webforms to capture the submissions made by your visitors as leads in your Zop account.

Edit Leads

You can choose to edit the leads that you have created.

To edit leads
  1. Go to the Leads module.
  2. Hover over the record which you would like to edit and then click to edit
  3. Make the necessary changes and click Save.


Delete Leads

Leads once added can be deleted if no longer necessary.

To delete leads
  1. Go to the Leads Module.
  2. Select the record which you would like to delete and click Delete.
  3. Give your confirmation in the popup and the record will be deleted.

Views for Leads Module

The leads module will have a lot of records and viewing them all at once is ineffective. Zop allows you to group records of the same kind in a particular view. There are various standard views available such as All leads, Junk Leads, Lost Leads, Last 30 days, New Leads, etc. You can also create custom list views if required. 

Using search to find records

When there are a lot of records in the leads module, the search will help find the required set of records easily. There are various ways to find a record. You can try to Search By First Name, Last Name, Phone Number, and Email. All the records which match the specified criteria will be listed. 





    • Related Articles

    • Creating and Assigning Tasks & Appointments

      In Zop CRM, you can set tasks for yourself or other team members within any lead. Tasks are best used when noting a unique action that is not in your normal workflow or for reaching out to another team member for help (share an update, provide ...

    • How to Manage Lead Statuses

      Defining Lead Statuses Lead Statuses represent a Lead's current relationship to your company. You will notice that we have pre-loaded some commonly-used Lead Statuses into your Zop account as examples. These can be changed to reflect your team’s ...

    • How to assign Leads to different users?

      Lead assignment in Zop is handled through the "Assignee" field that is added to each lead with the team member that currently owns that lead. Once leads are assigned in Zop, your team will have a quick way to identify which member of your team owns ...

    • First Steps

      OVERVIEW These articles cover the basics of getting your Zop account set up. If you are someone who likes to self-teach and try things out yourself, this is a great place to start! There are two main things to accomplish when getting started with ...