To begin editing leads navigate to Leads & Contacts under the lead management main menu. Here you can search, segment or filter leads you wish to view.
Next click a record and then click Edit when you are ready to start editing the lead.
USEFUL TIP: When you filter records Sanity OS queues these so that when you are done editing and click next it will load the next record in your filtered list.
Here you have access to all details about the lead/contact including related contacts, editable fields, notes, attachments. You can also send emails, book follow ups and appointments.
Adding New Notes
Simply type some text in the New Note box and then click save. You have an option to Save Notes as calls or just regular updates this helps reduce disparity in reporting and lets you identify true discussions.
Booking a Follow up
Follow ups are an important part of any prospecting process, useful even if you don't officially have a follow up but want to flag the record to look at again in the future. To do this simply click the follow up checkbox and populate it accordingly.
You're able to book follow ups for your team members by selecting their name in the given option.
Additionally you can send a calendar invite to the lead/contact by checking the box as displayed in the example above. You can also send a calendar invite to the selected user too.
The above process works the same for Appointments.
Sending an email
Choose your email template from the drop down menu or write a new one (if you're unsure about how email templates work click here to read more).
You can edit your email template by clicking "quick edit" or write a new email by selecting the appropriate option.
Sanity OS captures notes, emails sent and appointments in the activity timeline. Changing drop down options and updating fields will seamlessly reflect in your reports.
Intelligence: Included with every license Sanity OS does some background checks to find basic information (including links) about the prospect or the company they work for.
Related Contacts: Displays contacts that work in companies with the same name. This function shows other contacts, previous notes, their position and even displays this info across databases that you/your users have access too (so they can cross reference).
Attachments: As the name suggests, store attachments for important files relating to the lead or contact that are easily accessible later.