You Don't Need a CRM! Academy

Defining key information on leads

Every time you create a lead – on a spreadsheet or in a CRM system – you add columns or fill in existing fields. You need to do that because you're required to structure the information of your leads. You need to separate the "Name" from the "Email", and the "Phone Number" from the "Address", and so on. It’s just how it's always worked with CRM.

Inside You Don’t Need a CRM! you can personalize this structure by defining what fields make sense to your company and keeping only the essential information.

Furthermore, this feature is key because when you export information, it’s the information contained in those fields that will properly be exported. Thus, it’s important that the columns inside the Prospecting Lists and the fields of your website’s contact form correspond to those created in the Admin > Default Fields page.

For the leads to have a limited amount of fields, we recommend that you use instead categories and tags. If you work in three cities: for example, NYC, Miami & London. Here, one category should be "Cities" and inside you should add three different tags, one for each city (there's more information on this in the next article).

For practical information, please consult the Help Center section on this subject.

Next post: The importance of categorizing your leads

You Don't Need a CRM! is an incredibly simple and efficient web based software built for your sales teams.
Start your free trial now
  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events