Understanding Leads Section

TABLE OF CONTENTS

• Understanding Leads in AE Sync
  • What Are Leads in AE Sync?
  • Why Leads Matter
  • Pipelines and Lead Stages
  • Creating and Managing Leads
  • Lead Statuses
  • Multiple Leads Per Contact
  • Reporting and Visibility
  • Key Takeaway

Understanding Leads in AE Sync

What Are Leads in AE Sync?

Leads in AE Sync represent potential clients who have requested your High Value Offer (book/whitepaper offer from Media) or a Visit Appointment. These are used to track where a contact is within your workflow—from first contact to final conversion.

Each lead is always associated with a contact and is organized inside a pipeline made up of different stages.

Why Leads Matter

Leads Section helps you:

• Track potential customers in one central place

• Visualize where each contact is in your process

• Identify bottlenecks or stalled conversations

Pipelines and Lead Stages

A pipeline is a visual workflow that shows the journey a lead takes. Each pipeline contains stages that represent steps in your process. 

Example Media Leads Pipeline Stages:

• New Lead

• Call Process

• Booked Appointment

• No Show/Cancelled

• Long-Term Nurture
  
  

Leads move from stage to stage as progress is made.

Creating and Managing Leads

Leads can be created in AE Sync through:

• New contact creation

• Form submissions

• Calendar bookings

• Manual entry

• Automations or workflows

  • Call, Text and Website Visits
    
    

Once created, a lead can be:

• Moved between stages

• Assigned to a user

• Updated with notes and tasks

Lead Statuses

Each lead can have a status to reflect its outcome:

• Open – Actively being worked

  • New Leads

  • Current Leads in Phone Process Follow Up steps

• Won – Successfully came to an appointment

  • Lead will now be entered into your CRM to continue your Lead/Prospect process until they become a client

• Abandoned – No longer pursuing - Moved to Long-Term Nurture

  • Unable to reach the lead via phone

  • Did not book an appointment with 3 weeks after requesting more information

  • Stated that they were not ready to move forward at this time 

• Lost - Asked not to be contacted / spam contact

  • DND has been activated on their contact record

Statuses help keep reporting accurate and pipelines clean.

Multiple Leads Per Contact

A single contact can have multiple opportunities if they:

• Inquire about different services

• Re-enter your pipeline at a later date

• Have multiple sales cycles

Each lead is tracked independently within its pipeline.

Reporting and Visibility

Leads allow you to:

• View pipeline performance

• Track conversion rates

• Monitor team productivity

• Forecast future revenue

This visibility helps improve decision-making and follow-up consistency.

Key Takeaway

Leads are the backbone of your sales and intake tracking in AE Sync. By organizing contacts into pipelines and stages, you gain clarity, accountability, and insight into your entire process.