Before you begin: This article is written for TapClicks users who are familiar with the platform and are interested in using the TapClicks Leads Management module. This user guide details the steps for using the Leads Management feature.
Why Use Leads Management?
Leads Management in TapClicks is a centralized tool that helps marketing and sales teams collect, organize, and take action on leads from a variety of marketing sources. It enables users to:
- Automatically collect lead data from supported platforms
- Qualify and score leads based on funnel stage (MQL, SQL, etc.)
- Add notes, assign tags, and update status
- Listen to call recordings (when applicable)
- Assign and analyze lead value
- Collaborate across teams
- Receive real-time lead notifications
To use Leads Management, you must have access to the Leads Management module. If you do not have the required access, please contact your Customer Success Manager. You must also enable each of your clients for whom you wish to use this feature. If you have questions about Leads Management features and capabilities, please contact your Customer Success Manager.
What is Leads Management?
Leads Management is a way for TapClicks users to provide a light-CRM functionality to their clients, so that those clients may track their own leads in the TapClicks platform. When you use the Leads Management feature, you will be able to collect leads into TapClicks so you can automate actions and analysis.
Leads Management uses two mechanisms for getting leads in the platform:
- Users can bring leads in through a variety of call-tracking Data Sources.
- By using the TapLeads tracking code snippet that is installed on your client’s web pages to collect form submission data. To learn more about how to use this, please refer to How to Set up TapLeads to Collect Leads via Form-fill.
What Data Sources are Available for Leads Management?
The following Data Sources are currently supported to provide data to the Leads Management module:
- Avanser
- CallCap
- CallRail
- Convirza for Advertisers
- CallTrackingMetrics
- Delacon
- DudaOne
- Facebook Ads
- FreeSpee
- Icontact
- Marchex
- Marketo
- Salesforce
- TapOverdrive (formerly TapClassifieds)
- Telmetrics
- Twilio
- Unbounce
- Wufoo
In cases where no native connector exists, TapLeads may be used to collect form-fill lead data and feed it into the Leads Management workflow. For more on TapLeads setup, please refer to How to Set up TapLeads to Collect Leads via Form-fill.
How to Use Leads Management
1] Connect to a Data Source that is supported in the Leads Management module (see the Supported Data Sources section above). To include additional sources such as custom form fills, you can configure TapLeads as a supplemental submission method. For details, please refer to How to Set up TapLeads to Collect Leads via Form-fill.
2] Once you have connected your Data Sources or set up clients using TapLeads, leads will begin flowing into TapClicks. To view them, go to the Reports menu and click Manage Leads.
3] The Leads Management page will open. Here you can view all leads collected by your connected sources or TapLeads. Locate the lead you are interested in by scrolling through the list or using the search bar, filters, or date range options.
4] Once you have found the desired lead, click the Edit (pencil) icon for that lead.
5] In the Edit Lead screen, you can update any of the lead’s details in the available fields, such as name, email, address, city, state, or comments.
6] If applicable, select a lead quality from the Quality dropdown.
7] Update the Status dropdown to reflect the current stage of the lead.
8] To add or review notes, click View/Add Notes, enter your text, and save.
9] If the lead is associated with an end customer, use the Link to End Customer section to link them to an existing end customer or add a new one.
10] When finished, click Save to apply your changes.
How to View Leads using the Leads Dashboard
1] On the left side menu, under Leads, click Leads Dashboard.
2] The Leads Dashboard will open. This dashboard can be customized to display lead data in tables, charts, or other widgets, depending on your reporting needs.
3] Use the available filters and date range selector to narrow the results to a specific client, campaign, data source, or time period.
Note: Unlike other data sources, leads management does not support date comparisons.
4] In the Leads Grid widget, you can search, sort, and scroll to locate specific leads.
5] To view or edit a lead directly from the dashboard, click the Edit (pencil) icon in the Actions column (if available in your grid view).
6] You can rearrange, add, or remove widgets in the dashboard layout to focus on the metrics most relevant to you.
7] To create a new widget, click the Add Widget icon in the top right of the page.
8] From the dropdown menu, choose the Widget Type (Data, Media, Admin).
9] For leads Data Widgets, select the appropriate Data Category and View for your leads data.
10] Configure the widget by selecting metrics and choosing styling options as needed.
11] Click Save to add the new widget to your leads dashboard.
How to Manage End Customers
End Customers allow users to mark which leads ultimately converted into actual customers. This makes it possible to identify repeat callers, associate confirmed sales amounts, and calculate ROI more accurately. By linking leads to End Customers, users can treat Leads Management as a light CRM, capturing additional conversion details and true customer value directly within TapClicks.
1] On the left side menu, under Reports, click End Customers.
2] Search or scroll down to find the End Customer you want to manage.
3] Click the Edit (pencil) icon for the End Customer.
4] The customer details page will appear. Here you can update the customer's information as needed.
5] Click Save at the bottom of the page.
How to Manage Lead Tags
Lead Tags provide a flexible way to segment and classify leads by attaching meaningful attributes to each record. Tags can be used to identify the source, format, or context of a lead, such as the ad type it originated from or whether it was collected via a conference, webinar, or campaign. For example, users may import a group of leads captured at an in-person event and apply a conference-specific tag to easily track performance and attribution for that channel.
1] On the left side menu, under Reports, click Lead Tags.
2] To update an existing tag, scroll or use the search box to locate it. To edit the tag, click the Edit (pencil) icon.
3] The tag details page will open. Here you can update the tag's name and color, all associated tag values will also be listed here. To edit any of these, again, scroll or use the search box and click the Edit (pencil) icon.
4] Update the associated tag value and click Save.
4] To delete any of the associated tag values, click the Delete (trash can) icon.
5] Click the back arrow in the top left to return to the Lead Tags page.
4] To delete the tag, click the Delete (trash can) icon.
5] To create a new tag, click the Add New Tag button in the top right.
6] Enter a name and select a color for your new tag.
7] Click Save.