Lead Management

Customer relationship and sales management.

MangoApps

Overview

Lead Management provides tools for capturing, tracking, and nurturing sales leads. Features include lead scoring, pipeline management, activity tracking, and integration with marketing automation.

Productivity Utility

Highlights

Capture and track sales leads from initial contact through conversion with pipeline stages.

Score leads based on engagement, fit criteria, and activity history for prioritization.

Manage customer accounts with contact details, interaction history, and deal values.

Log activities (calls, emails, meetings) against leads for a complete engagement timeline.

Visualize the sales pipeline with stage-based views and conversion rate analytics.

Integrate with Field Service Suite for seamless handoff from sales to service delivery.

Capabilities

Lead Capture

Manual lead creation (name, email, phone, company, company size)
Automatic lead creation from Forms submissions
Pre-built lead generation forms (Request a Demo, Contact Us, Partner With Us)
Duplicate email detection with re-submission activity logging
IP address and user-agent capture on form-sourced leads
Direct API lead ingestion from external systems Roadmap item

Pipeline Stages

New → Contacted → Qualified pipeline stages
Demo Scheduled and Demo Completed stages
Proposal Sent and In Negotiation stages
Closed Won and Closed Lost terminal stages
Unqualified stage for disqualified leads
Stage change with optional notes logged to activity timeline
Custom stage names defined per business Fixed stage set; no custom stages

Activities & Tasks

Full activity timeline per lead (status changes, assignments, notes)
Manual notes added by any assigned user or manager
First-contact timestamp tracking for SLA compliance
Priority changes logged to activity feed
Email sent activity type
Demo scheduled activity type
Paginated activity history (20 per page)

Assignment & Routing

Manual assign / unassign by managers
Auto-assignment on lead creation (admin-configurable)
Round-robin assignment strategy
Least-loaded (fewest open leads) assignment strategy
Priority-based assignment (senior reps get urgent leads)
Field-based routing by company size, keywords, or referral source
Random assignment strategy
Load rebalancing across sales reps

SLA Monitoring

Configurable first-contact SLA deadline (hours)
SLA status: On Track, Warning (25% time left), Breached
SLA breach email notifications to assigned reps
SLA warning threshold alerts before breach
SLA status shown in lead detail and dashboard action items

AI Features

Lead Management Agent — natural-language pipeline queries
List and filter leads by status or priority via chat
Search leads by name, email, or company via chat
Pipeline conversion summary (win rate, open vs closed) via chat
Agent can be enabled or disabled per business by admin
AI lead scoring based on field content Uses priority tiers, not ML scoring

Limits & Specs

Pipeline stages: 10 (fixed)
Priority levels: Normal, High, Urgent
Default SLA window: 24 hours (admin-configurable)
Leads per page (index): 25
Activities per page: 20
Leads per dashboard panel: 10–15 (most recent)
Pricing: Included with MangoApps Workforce

Use cases

Inbound lead tracking

Capture leads from website forms, referrals, or walk-ins and route them to the appropriate salesperson based on territory or product.

Sales pipeline management

Move leads through qualification, proposal, negotiation, and closed stages with deal values and expected close dates.

Activity logging

Salespeople log calls, emails, and site visits against each lead to maintain a complete history of customer engagement.

Lead scoring and prioritization

Automatically score leads based on budget, timeline, and engagement level so sales reps focus on the most promising opportunities.

Sales-to-service handoff

When a lead converts to a customer, seamlessly create a customer account in Field Service Suite for ongoing work orders.

FAQ

Leads are scored based on configurable criteria including engagement level, company fit, budget indicators, and activity recency. Higher scores indicate hotter leads.

Yes. Admins define the pipeline stages (e.g., New, Qualified, Proposal, Negotiation, Won, Lost) to match your sales process.

Lead Management connects with Field Service Suite for service delivery, Forms for lead capture, and the reporting agent for sales analytics.

Yes. Each contact can have multiple leads or deals in different pipeline stages with independent values and timelines.