With the CyberMark Lead Tracking Portal, you can see all of your leads and rate them as Quotable or Not Quotable. This distinction is the best way to qualify your leads and determine which marketing channels are driving the highest ROI for your brand.

What is a Quotable Lead?

Before you begin to rate your leads, you first need to ask yourself, “What would make a qualified lead?” For most brands, a qualified lead is someone who:

• Is interested in the product/service and would like to learn more about pricing/features/etc.
• Is able to afford the product/service
• Is in the right geographical area to purchase the product/service
• Is ready to make a purchasing decision in the next 6 months

On the other hand, a Not Quotable Lead is someone who, for instance:

• Is soliciting
• Is looking for a job
• Is spam
• Is not able to afford the product/service
• Is outside of the right geographical area to purchase the product/service
• Is not planning to make a purchasing decision in the next 6 months

Many brands use the Pending option when rating the leads in our Lead Tracking Portal to designate those contacts that they’re still in the process of contacting.

🔎 Tracking & Qualifying Leads in the CyberMark Portal

With the CyberMark Lead Tracking Portal, you’ll always know which marketing channels bring in leads that turn into real sales.

✅ CRM Integrations Made Simple

We can connect your existing CRM to the portal so new leads flow in automatically. As those leads move through your sales process, your CRM can send updates back into the portal to qualify leads automatically. CyberMark works with you to ensure the setup is seamless.  👉 Here’s the list of easy CRM integrations available.

📩 Email Notifications & Quick Qualification

Every time a new lead comes in, you’ll get an email notification. From that email, simply click Yes or No to confirm whether the lead is quotable.

• You can send these notifications to all account users, or choose who should receive them.
• We can also add a quick qualification step to the end of phone calls so your team can give feedback in real time.
• The more leads you qualify, the stronger your marketing reports become—giving you crystal-clear insights into which channels actually drive results.

⚡ Automations & Premium Features

With a premium plan, CyberMark can set up automations to rate leads automatically. This makes reporting even more accurate while saving you time.

💰 Adding & Updating Sales or Quote Values

You can update lead values right in the CyberMark Portal.

Option 1: From the Lead Manager

1. Log into your CyberMark Portal and click Leads from the top menu.
2. Add the Sales and/or Quote Value columns to your display.
3. Click the $0.00 amount, enter the updated value, and hit the Save icon.

Option 2: From the Full Lead Details Page

1. Find the lead you want to update and click View Lead.
2. In the right-hand panel, click the $0.00 field at the top.
3. Enter the updated value and click Save.

With these tools, you’ll not only see where leads come from—you’ll know which ones close, how much they’re worth, and which marketing is fueling your growth.