{"id":36520,"date":"2021-08-11T07:08:58","date_gmt":"2021-08-11T07:08:58","guid":{"rendered":"http:\/\/act.com\/complete-guide-to-lead-management\/"},"modified":"2025-06-27T05:09:32","modified_gmt":"2025-06-27T12:09:32","slug":"complete-guide-to-lead-management","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/guides\/complete-guide-to-lead-management\/","title":{"rendered":"Your Complete Guide to Lead Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>Your Complete Guide to Lead Management<\/h1>\n<p>A guide that teaches you everything you need to know to manage, nurture, and convert leads into customers.<\/p>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1748512389871{padding-top: 25px !important;padding-bottom: 40px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1748512176847{padding-bottom: 20px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1748525071470{margin-bottom: 40px !important;}&#8221;]<\/p>\n<h2>About this guide<\/h2>\n<p>In this advanced lead management guide, we\u2019ll be going into detail regarding everything lead management, and how to tailor a strategy that works best for <em>your<\/em> business.<\/p>\n<p>Here\u2019s what you\u2019ll be learning\u2026<\/p>\n<ul>\n<li>How to qualify and segment leads<\/li>\n<li>How to structure different types of lead nurturing campaigns<\/li>\n<li>How to segment content by funnel position<\/li>\n<li>How to use marketing automation tools to optimize campaigns<\/li>\n<li>Best practices &amp; tips for consistently converting leads<\/li>\n<li>How to evaluate and improve lead management results<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;27165&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1748525124265{margin-bottom: 0px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1741008488439{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;background-color: #EDEFFF !important;border-radius: 10px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 8376032,\n\t\t\t\t\t\t\t\t\tformId: \"c7aa0bb1-d5e6-487f-b0c2-8e8d737909cb\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785439428000-3570049798\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785439428000-3570049798\"><\/div>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1744873990432{padding-bottom: 0px !important;background-color: #2241DB !important;}&#8221;][vc_column][vc_row_inner content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1744874298050{padding-top: 25px !important;padding-bottom: 25px !important;}&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;571&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_circle_2&#8243; css=&#8221;.vc_custom_1745420178319{border-radius: 30px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243; css=&#8221;.vc_custom_1740145546992{margin-top: 0px !important;padding-top: 0px !important;}&#8221;]<div class=\"actcrm-single-testimonial wpb_content_element  vc_custom_1745420442192\">\n\n\t\t<div class=\"quote\" >\n\t\t\u201cThe biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say.\"\t<\/div>\n\t\n\t<div class=\"meta-container\">\n\t\t\n\t\t<div class=\"meta\">\n\t\t\t<div class=\"name\">Brent Sullivan, Loan Officer<\/div>\n\t\t\t<div class=\"title\" >Homeowner's Financial Group<\/div>\n\t\t\t<div class=\"link\"><\/div>\n\t\t<\/div>\n\t<\/div>\n\n<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1740410107751{margin-bottom: 0px !important;padding-top: 40px !important;padding-bottom: 40px !important;background-color: #0B1031 !important;}&#8221;][vc_column][vc_row_inner el_class=&#8221;solvemychaos-footer-cta&#8221; css=&#8221;.vc_custom_1740410116505{margin-bottom: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 class=\"white-text\" style=\"text-align: center; font-size: clamp(3.0rem, 2vw + 1rem, 5.4rem);\">Big results. Small investment.<\/h2>\n<p class=\"white-text\" style=\"text-align: center; font-size: 2.0rem;\">Ready to take the first step?<\/p>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1751026167912{margin-top: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a class=\"orange-button\" href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" rel=\"noopener\">Try it free<\/a><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1748512389871{padding-top: 25px !important;padding-bottom: 40px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1748512176847{padding-bottom: 20px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1748525071470{margin-bottom: 40px !important;}&#8221;] About this guide In this advanced lead management guide, we\u2019ll be going into detail regarding everything lead management, and how to tailor a strategy that works best for your business. Here\u2019s what you\u2019ll be learning\u2026 How to qualify [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":39021,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-36520","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Lead Management Ebook by Act!<\/title>\n<meta name=\"description\" content=\"Learn everything you need to know about managing and nurturing your leads and how to tailor a strategy or your business.\" \/>\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.act.com\/en-gb\/guides\/complete-guide-to-lead-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead Management Ebook by Act!\" \/>\n<meta property=\"og:description\" content=\"Learn everything you need to know about managing and nurturing your leads and how to tailor a strategy or your business.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.act.com\/en-gb\/guides\/complete-guide-to-lead-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-27T12:09:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.act.com\/wp-content\/uploads\/2020\/11\/act-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"250\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/complete-guide-to-lead-management\\\/\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/complete-guide-to-lead-management\\\/\",\"name\":\"Lead Management Ebook by Act!\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\"},\"datePublished\":\"2021-08-11T07:08:58+00:00\",\"dateModified\":\"2025-06-27T12:09:32+00:00\",\"description\":\"Learn everything you need to know about managing and nurturing your leads and how to tailor a strategy or your business.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/complete-guide-to-lead-management\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/complete-guide-to-lead-management\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/complete-guide-to-lead-management\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/guides\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Your Complete Guide to Lead Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/#website\",\"url\":\"https:\\\/\\\/www.act.com\\\/en-gb\\\/\",\"name\":\"Act!\",\"description\":\"CRM &amp; 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