Lead and Deal Management

Leads within Journeybee can be managed in two main ways.

CRM Integrated

Connect your CRM to Journeybee to have a true bi-directional sync between the platforms so any creation or update that happens in Journeybee or the CRM, will reflect in the other. See our integration support articles for specific on how they work.

Standalone

Using Journeybee as a standalone product (without integration your CRM) is also possible and designed for teams that either want to use Journeybee as their CRM for partnerships or keep a separation between their platforms.

Setup

To make sure Journeybee is set up correctly to manage your leads and deals efficiently and securely while capturing the data you need, go through the following steps.

1. Create Stages for your deal pipeline to understand where each deal is in the sales process.

2. Set up Tags for your leads and deals to better associate them for example with certain events or 3rd party platforms.

3. Add Custom Fields for your leads and deals to capture the required data points needed. Note you can choose which custom fields are shared with your partners or not and which ones are required so you don't have inconsistent data when you and your partners are creating the leads.

4. Create Attributions to track where the leads have originated from.

5. If you have commission arrangements in place with your partners, you can also set up default Commissions that will automatically be associated with leads based on partner categories, tiers and/or chosen partnerships. See our payments support article for more information on how commission pay-ins and pay-outs work.

6. If you want to connect your CRM, now is a great time to do so after you have created all of the relevant associations for your leads and deals so that when you map fields, they are available to do so within the CRM Integration settings.