Managing Your Sales with the Leads Pipeline

The Leads pipeline is your command center for managing all potential sales opportunities. It allows you to track every lead from the initial inquiry to a closed deal, ensuring no opportunity falls through the cracks.

Visual Sales Stages

Just like the Jobs board, the Leads pipeline is a Kanban board. Each column represents a stage in your sales process, such as:

• Qualified: A new, legitimate inquiry has been received.
• Information Provided: You've sent initial details or pricing to the lead.
• Proposal Sent: A formal quote or proposal has been delivered.
• Won: The lead has accepted the proposal! When you drag a card here, you'll see a confetti celebration.

This visual approach helps you understand your sales health at a glance and prioritize your efforts effectively.

The Lead Detail View

Clicking a lead card opens its detail view, where you can manage all the crucial information needed to close the deal:

Key sections include:

• Company & Contacts: Store details for the lead's company and add multiple contact persons.
• Lead Qualification: Set the lead's Source (e.g., Website, Referral), Priority, estimated Value, and your confidence in winning the deal (Sales Probability).
• Next Steps: Define your next follow-up action, set a due date, and even manage sample requests and shipping details.
• Notes & Activity: Keep a record of all interactions, calls, and emails in the Notes section, and collaborate with your team in the Activity feed.