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Easy Leads Management with Easy Business Builder
              Training

So what is a lead in EBB?

Simply put, a lead in EBB can be a contact, a customer, a client, or a subscriber, and can be any or all of those at the same time.  A lead can subscribe to multiple autoresponders, can be put into multiple groups, can be tagged, and can be classified to distinguish them from other leads you have added.

When you capture someone's contact information with one of your forms, they bcome your lead.  A lead is someone you try to sell or upsell things too.  Once someone is your lead and has verified their email address, you have the right to contact them via email through our system.

Once you have started collecting leads, your leads manager will look like the one pictured below.

First column: contains a checkbox, so you can select and perform actions on multiple leads at once.  If you'd like to tag several leads with 'black tshirt' (to indicate they purchased a black thsirt from you), you would click the gold 'actions' button near the top, enter the tag, and then click the button to apply the tags.  Check the box at the top to select all the leads on the current page.

Second column (bullseye icon): contains an icon that quickly tells you how responsive this lead is.  If you hover over it, the tooltip will tell you what each icon means.  If there's a snowflake, it means the lead is very unresponsive.  A thermometer indicates that a lead is active, and the height of the thermometer indicates how active.  If there is a flame, then the lead is very responsive to your emails.

CTR: The third column shows a percentage, which is the leads Click Through Ratio.  This is the percentage of emails this lead has clicked a link in.

Fourth column (tags icon): contains an icons that, if you hover over it, will show you what you have tagged this lead with.

Type: You can create your own custom lead type classifications.  A lead can only be assigned to one classification at a time.

Team:  In EBB, you can create teams and share leads with members of the team.  They can then do followups and add comments to the lead.  If there is a team assigned, the teams logo will be displayed.  I'll cover teams in another article.

Discussions (chat icon):  If there is a discussion for this lead (comments), you can click this icon to open it, read, and respond.  Discussions are used by teams to communicate what is happening with a lead.

Source:  The lead source can be a form or whatever you choose it to be.  You can create custom sources, so that when you add leads manually, you can select where each lead was obtained.  When you email leads, you can filter by Lead Source.

Last Emailed:  This is when you last emailed this lead.  You can click on the quickview icon to the right to see what the subject line was of the last email you sent to this person.

Bounces:  This is the number of times their email bouned.  We automatically disable sending emails to a lead if their email address bounces a couple of times and we update the icon in the second column to a 'bomb', indicating it is a bad lead.  You can then delete that lead to keep your lists clean.  When you delete a lead, it is removed from all your autoresponders, groups, etc.

Added on:  This, of course, is the date they were added to the system.

- Click this to open the quickview popup. This will provide you with some stats and contact info, which is especially useful if you are calling leads or just want to see how responsive they are to your emails.
 
- Click this to edit this lead, view what autoresponders they are subscribed to, which groups they are in, custom data, activity history, and more.
 
- Click this button to email this lead. You can email multiple leads using the bulk emailer. We'll get more into that in another article.
 
- Clicking this button will take you to the appointments calendar where you can schedule an appointment with this lead. The appointment will show up on your dashboard calendar.
 
- Click this button to delete the contact. If you want to delete multiple leads, use the checkboxes and the actions button to remove them.

Brought to you by
Fran Klasinski

Hello and welcome to a bit about me.

After 20 plus years in the internet marketing game, the little bit becomes a whole lot. I am a copywriter and a blogger.
My first love is writing and it has stuck with me during my online career. Googling Fran Csaszar and Fran Klasinski, will paint a more detailed picture. as will reading two of my blogs listed here on my Profile page.

I run the gamut from woman to wife, to mother, grandmother, and great-grandmother, (In a few months I make the great great-grandmother level). My family is large and my pride and joy. The older they all get, the more it scares me. Do I really have to admit I am getting ahem older?

I like working with new and experienced people alike on the net. Getting to know you is fun as we find out we have so much in common. It becomes easy to share mutual knowledge to help you make better choices that result in you realizing your dreams.

Easy Business Builder is a wonderful platform providing me with all the tools to create pages that could just fit nicely on my websites. My practice board so to speak. A place we can again share what we learn.

What I can't get over, is the complete list building tools that include unlimited autoresponders and tons of emails to fit what I am promoting - EBB for certain, as everybody needs what it provides. It has saved me a fortune in separate tools costs; relieved the worry of running out of space on my various autoresponder automation; and provided me the time to learn and use the saved time wisely learning and implementing the full meaning of 80% marketing and 20% seeking new prospects.

Does that mean? Leads + conversions = income. And I have the time to look after each of you because of time saved

I look forward to meeting you. IF You use skype: then add me. Lets connect and get to know one another.

SKYPE: fran.klasinski,

Feel free to join me in Easy Business Builder- let's grow our future together.

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