How do I access leads in RPC?
To access the event industry's easiest inquiry and lead management system, upgrade to RPC Premium. Head to your company profile page (click the round menu icon in the top-right of your account). Your account will be updated immediately after upgrading.
Viewing leads
Click the "Leads" icon in your left side navigation.
Here you will see leads you've manually entered as well as leads submitted through your website inquiry form (once you've built and published your form). To get started on your embedded inquiry form, click here.
You're able to view the lead name, email address, when the lead was received or entered, event date (if provided) and status.
Lead Statuses
New: when a lead has not been viewed. Your account will automatically transition a "New" lead to "Viewed" once you have viewed the lead
Viewed: when a lead has been viewed or manually entered
Manually adding a new lead
Click the "+ LEAD" button
Enter the lead first and last name, email address, event date (if known), along with any notes you would like to capture
Click "SAVE" if you do not need to take further action, "ADD CLIENT" if you would like the lead to appear on your CLIENTS page, and "SEND DOCUMENTS" if you would like to send a proposal, contract, or invoice
Managing leads
When you receive a new lead (form submission), you will see a real-time notification on your RPC dashboard. The account owner will also receive an email with all of the information provided on the form
Leads will display as "NEW" until you view them
When viewing a lead:
You can "SAVE" to store in your leads list
"ADD CLIENT" to transition from your leads list to your clients list
or "SEND DOCUMENTS" to generate a proposal, contract, invoice (or combination of the three). Sending documents automatically moves a contact from your Leads list to your Clients list
Sending documents to leads
When you're ready to send documents to your lead/prospect, click "SEND DOCUMENTS" then select proposal, contract, invoice (or any combination of the three to send a bundle)
2. You will then be prompted to customize email copy and complete each item.
3. Your lead will receive a branded email with a link(s) to view and take action. After documents have been sent to a lead, they will automatically transition to your "Client" list with a status of pending.
4. When a lead becomes a client, all notes populate on the client profile -> notes tab. You can add to the notes anytime and they will auto-save. Notes can only be seen by you and your team members, they are not visible to leads or clients.
Archiving or deleting leads
There are several reasons to archive a lead:
Budget - their budget did not meet your requirements
Not Available - event date conflict
Other - reason is not known
Spam - lead is not legitimate
Unresponsive - lead was uncommunicative
Duplicate - lead has already been captured
"Delete lead" to remove the lead from all views
Adding a reason for archiving leads is a great way to understand your company's lead trends and potential areas of opportunity. Access your lead reporting to view a cumulative summary.
Deleting a lead
Once you delete a lead, there is no way to retrieve the information so be sure to only use this option when you're certain all lead data should be removed permanently.