{"id":1674,"date":"2021-03-30T13:38:52","date_gmt":"2021-03-30T13:38:52","guid":{"rendered":"https:\/\/www.crm-open-source-software.com\/?page_id=1674"},"modified":"2021-04-26T11:44:33","modified_gmt":"2021-04-26T11:44:33","slug":"leads","status":"publish","type":"page","link":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/","title":{"rendered":"Vtiger <i>Leads Management<\/i> Module"},"content":{"rendered":"\n<div class=\"wp-block-cgb-block-my-block container\"><div class=\"container__inner\">\n<h2 class=\"wp-block-heading\">Beschreibung<\/h2>\n\n\n\n<p>Ein Lead (Plural Leads) ist ein Begriff aus dem Vertrieb und Marketing und beschreibt eine Kontaktanbahnung und\/oder Angabe von Kontaktinformationen durch einen <strong>potenziellen Interessenten<\/strong>. Ein Lead kann auch als <strong>unqualifizierte Adresse<\/strong> bezeichnet werden.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nutzen<\/h2>\n\n\n\n<p>Das Modul Leads dient als zentrale Verwaltung zur Erfassung von Interessenten. Es nutzt unter anderem die automatisierte \u00dcbertragung und Erstellung von Leads aus Webseiten (<strong>Webforms<\/strong>). Des Weiteren helfen Verkn\u00fcpfungen zu Aktivit\u00e4ten, Interessen, Dokumente und Kampagnen den Lead stets korrekt einzuordnen und z.B. \u00fcber automatisierte Vorg\u00e4nge mit bestimmten Bedingungen (Workflows) zu bedienen. Eine \u00dcbersicht im Dashboard und die M\u00f6glichkeit das Modul individuell anzupassen liefern stets den n\u00f6tigen \u00dcberblick. Das Lead <strong>Management <\/strong>erlaubt es auch Anfragen zu importieren.<\/p>\n\n\n\n<ul class=\"is--styled has--icon has--icon-check wp-block-list\"><li>Zentrale Erfassung und Verwaltung von Interessenten<\/li><li>Automatisierte \u00dcbertragung\/Erstellung von Leads aus Webseiten (Webforms)<\/li><li>Verkn\u00fcpfungen zu Aktivit\u00e4ten, Interessen, Dokumente, Kampagnen<\/li><li>Importierung von bestehenden Leads<\/li><\/ul>\n<\/div><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\">Vorteile \/ Nachteile<\/h2>\n\n\n<div class=\"\" data-block-title=\"\" id=\"\">\n    <div class=\"b-pro-con container\">\n    <div class=\"b-pro-con__inner\">\n      <div class=\"b-pro-con__col is--pro\">\n                  <div class=\"b-pro-con__item \">\n            <div>\n              <div class=\"b-pro-con__item-title\">\n                \u00dcbersicht\n              <\/div>\n              <div>\n                sofort im Dashboard\n              <\/div>\n            <\/div>\n            <i class=\"fa fa-check\"><\/i>\n          <\/div>\n                  <div class=\"b-pro-con__item \">\n            <div>\n              <div class=\"b-pro-con__item-title\">\n                Modulanpassung\n              <\/div>\n              <div>\n                benutzerdefinierte M\u00f6glichkeiten\n              <\/div>\n            <\/div>\n            <i class=\"fa fa-check\"><\/i>\n          <\/div>\n                  <div class=\"b-pro-con__item \">\n            <div>\n              <div class=\"b-pro-con__item-title\">\n                Anpassbare Logiken\n              <\/div>\n              <div>\n                Abwicklung \u00fcber Workflows\n              <\/div>\n            <\/div>\n            <i class=\"fa fa-check\"><\/i>\n          <\/div>\n              <\/div>\n      <div class=\"b-pro-con__col is--con\">\n              <\/div>\n    <\/div>\n  <\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-cgb-container-wide container\"><div class=\"container__wide\">\n<h2 class=\"wp-block-heading\">Screenshots<\/h2>\n\n\n\n<p>Ein guter \u00dcberblick des User Interface f\u00fcr das Modul Anfragen \/ Leads werden hier aufgezeigt.<\/p>\n\n\n<div class=\"\" data-block-title=\"\" id=\"\">\n    <div class=\"container\">\n\n    <div class=\"b-image-slider\">\n      <ul class=\"b-image-slider__tabs nav nav-tabs\" id=\"nav-tab\" role=\"tablist\">\n                  <li class=\"nav-item\" role=\"presentation\">\n            <a class=\"nav-link is--no-anchor active\" data-toggle=\"tab\"\n               href=\"#tab_\" role=\"tab\" aria-controls=\"#tab_\"\n               aria-selected=\"true\"><\/a>\n          <\/li>\n              <\/ul>\n\n              <div class=\"b-image-slider__wrapper fade show active\" id=\"tab_\">\n          <div class=\"js-image-slider slick--overflowing\">\n                          <div class=\"b-image-slider__image\">\n                <img data-src=\"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/04\/vtiger-lead-detail-1.jpg\" alt=\"vtiger-lead-detail-1\" class=\"no-lazyload lazy\">\n                <div class=\"b-image-slider__caption\">\n                  \n                <\/div>\n              <\/div>\n                          <div class=\"b-image-slider__image\">\n                <img data-src=\"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/04\/vtiger-lead-oberflaeche-1.jpg\" alt=\"vtiger-lead-oberflaeche-1\" class=\"no-lazyload lazy\">\n                <div class=\"b-image-slider__caption\">\n                  \n                <\/div>\n              <\/div>\n                          <div class=\"b-image-slider__image\">\n                <img data-src=\"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/04\/vtiger-lead-detail-2.jpg\" alt=\"vtiger-lead-detail-2\" class=\"no-lazyload lazy\">\n                <div class=\"b-image-slider__caption\">\n                  \n                <\/div>\n              <\/div>\n                      <\/div>\n\n          <div class=\"b-image-slider__note\">\n            \n          <\/div>\n          <div class=\"slick-append-dots\"><\/div>\n        <\/div>\n\n      \n\n    <\/div>\n  <\/div>\n\n<\/div>\n<\/div><\/div>\n\n\n<div class=\"\" data-block-title=\"\" id=\"\">\n  <div class=\"b-reload-button js-reload-button-content\">\n\n          <div class=\"container js-reload-button-remove\">\n                  <div>\n            Klicken Sie auf den Button um zu erfahren, warum die Brainformatik GmbH genau der richtige deutschsprachiger Ansprechpartner f\u00fcr Sie ist!\n            <br><br>\n          <\/div>\n        \n        <button class=\"button js-reload-button\" data-block-id=\"3079\" style=\"background-color: #009911\">Vtiger &#038; Brainformatik GmbH<\/button>\n      <\/div>\n\n      <\/div>\n\n  <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Vorteile \/ Nachteile<\/p>\n","protected":false},"author":10,"featured_media":940,"parent":1428,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1674","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Vtiger Leads Module - Lead Management im Open Source CRM<\/title>\n<meta name=\"description\" content=\"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Vtiger Leads Module - Lead Management im Open Source CRM\" \/>\n<meta property=\"og:description\" content=\"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/\" \/>\n<meta property=\"og:site_name\" content=\"COSS\" \/>\n<meta property=\"article:modified_time\" content=\"2021-04-26T11:44:33+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data1\" content=\"1\u00a0Minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/\",\"url\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/\",\"name\":\"Vtiger Leads Module - Lead Management im Open Source CRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/app\\\/uploads\\\/2021\\\/03\\\/teaer_module.svg\",\"datePublished\":\"2021-03-30T13:38:52+00:00\",\"dateModified\":\"2021-04-26T11:44:33+00:00\",\"description\":\"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/#breadcrumb\"},\"inLanguage\":\"de\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"de\",\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/app\\\/uploads\\\/2021\\\/03\\\/teaer_module.svg\",\"contentUrl\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/app\\\/uploads\\\/2021\\\/03\\\/teaer_module.svg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/leads\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Vtiger\",\"item\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Vtiger\",\"item\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/modules\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Vtiger Leads Management Module\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/#website\",\"url\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/\",\"name\":\"COSS\",\"description\":\"Open Source CRM Software\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.crm-open-source-software.com\\\/vtiger\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"de\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Vtiger Leads Module - Lead Management im Open Source CRM","description":"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/","og_locale":"de_DE","og_type":"article","og_title":"Vtiger Leads Module - Lead Management im Open Source CRM","og_description":"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.","og_url":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/","og_site_name":"COSS","article_modified_time":"2021-04-26T11:44:33+00:00","twitter_card":"summary_large_image","twitter_misc":{"Gesch\u00e4tzte Lesezeit":"1\u00a0Minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/","url":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/","name":"Vtiger Leads Module - Lead Management im Open Source CRM","isPartOf":{"@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/#primaryimage"},"image":{"@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/#primaryimage"},"thumbnailUrl":"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/03\/teaer_module.svg","datePublished":"2021-03-30T13:38:52+00:00","dateModified":"2021-04-26T11:44:33+00:00","description":"Die Open Source CRM Software Vtiger bietet Ihnen auch ein Lead Management Modul an, dass umfangreich genutzt werden kann. Hier erfahren Sie mehr \u00fcber Nutzen und Vorteile des Lead Moduls.","breadcrumb":{"@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/#breadcrumb"},"inLanguage":"de","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/"]}]},{"@type":"ImageObject","inLanguage":"de","@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/#primaryimage","url":"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/03\/teaer_module.svg","contentUrl":"https:\/\/www.crm-open-source-software.com\/vtiger\/app\/uploads\/2021\/03\/teaer_module.svg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/leads\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Vtiger","item":"https:\/\/www.crm-open-source-software.com\/vtiger\/"},{"@type":"ListItem","position":2,"name":"Vtiger","item":"https:\/\/www.crm-open-source-software.com\/vtiger\/modules\/"},{"@type":"ListItem","position":3,"name":"Vtiger Leads Management Module"}]},{"@type":"WebSite","@id":"https:\/\/www.crm-open-source-software.com\/vtiger\/#website","url":"https:\/\/www.crm-open-source-software.com\/vtiger\/","name":"COSS","description":"Open Source CRM Software","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.crm-open-source-software.com\/vtiger\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"de"}]}},"_links":{"self":[{"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/pages\/1674","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/comments?post=1674"}],"version-history":[{"count":5,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/pages\/1674\/revisions"}],"predecessor-version":[{"id":2919,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/pages\/1674\/revisions\/2919"}],"up":[{"embeddable":true,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/pages\/1428"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/media\/940"}],"wp:attachment":[{"href":"https:\/\/www.crm-open-source-software.com\/vtiger\/wp-json\/wp\/v2\/media?parent=1674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}