Overview

Pre-Leads is a profile type designed to store your Marketing Qualified Leads (MQL) who have not yet been accepted as a Sales Qualified Lead (SQL).

Pre-Leads are indicated by the pink left border and Pre Lead label to the right of the individual's name.

Accept a Pre-Lead

Accept a Pre-Lead to convert the individual into a Prospect and begin your sale process.

Step 1: Click the grey Accept button at the top of the profile.

Note: When a Pre-Lead doesn’t have a Market Source applied, the system will prompt the user to apply one of the drop-down options. If there is a Market Source listed, this source will automatically carry over to the Prospect. Click the green Save button to accept the Pre-Lead. Your Pre-Lead is now converted to a Prospect.

Your Pre-Lead is now converted to a Prospect. The Assigned User will be notified and an Inquiry Activity will be created on the Prospect profile.

Reject a Pre-Lead

Reject a Pre-Lead if no further action needs to be taken on the individual.

Step 1: Click the red Reject button at the top of the profile.

Note: The individual will be made inactive. This individual will still be accessible and you will have the option to Accept the Pre-Lead in the future

Pre-Leads FAQ

Why don't I see Pre-Leads in my database?

• Pre-Leads are currently an optional Individual Type that some companies choose to use, while others may not. Adding Pre-Leads is an option that is available by request. If you would like to use Pre-Leads in your database, send an email to your Customer Success Manager or our Aline Support team at enquire.support@alineops.com.

• Pre-Leads that you have rejected will still exist in your system, but will be Inactive. You will still be able to search for, and accept these rejected Pre-Leads in the future.

I see Pre-Leads, but how do I add them to my database?

• Pre-Leads can be added using our Upload feature or through integrations using the API, such as webform submissions.

Can I track Pre-Leads in reports?

• The Pre-Leads Insights report is available within the standard report list. Additionally, Pre-Leads can be found on the Lead Engagement tab within the Activity and People Analytics report.

How can I find my Pre-Leads?

• There's several other ways you can keep track of your Pre-Leads. First, Pre-Leads can be targeted by clicking on the People icon from the left-hand menu.

• Pre-Leads are also part of the Advanced Search, and can be saved to Lists or Campaigns. To find Pre-Leads via the Advanced Search, you can select the following criteria:

• All users will have access to Pre-Leads.