How to Manage Leads in mtap Business Pro

A Team Admin or Team Leader using the "Leads" feature in mTap Teams is empowered with insights on what outreach strategies work for them, and which ones don’t. 

Thus efficiently oversee marketing, sales, and business development projects, provide timely feedback, and foster a collaborative environment that drives the teams towards success. The tool is also a pivotal component, equipping them with the insights and control needed to lead their team with confidence and precision.

Integration of “Leads” directly into the CRM of your choice even at the deepest field mapping allows minimum manual intervention and streamlining of the customer relationship management process. 

Here is a step-by-step guide on how to work with mTap Teams Leads.

1. Access mTap Teams dashboard

2. Select "Leads" under the Leads and Contacts tile

3. Search leads:

•    By Name
•    By Message
•    By Email
•    By Phone Number

4. Filter leads by timeframe:

•    Click "Custom Range"
•    Select desired period
•    Click "Apply" to save the range

5. Download leads:

   Click "Download Leads" in Excel format

6. Toggle view mode:

   Switch between linear and panel view

More leads means more CRM responsibilities! Head over to our knowledge base work on CRM Integration to learn how to integrate your mTap Software with your favourite CRM.