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Stuart Glover

Stuart Glover

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Now you’re assigning Leads, you’ll soon see Leads become valued customers.
This also happens in the My Pipeline Feature.

(Video)

Select the Lead you want to update form the Ongoing Sales section.

Desktop View:

Here you can see 3 sections:

  1. Lead Journey Stage

  2. Final Stage / Parked

  3. Information Fields

Every stage of your Lead Journey is timed to give you a clear overview of time invested.

Expand
titleUpdating a Lead

To update a Lead and move it through the sales cycle, click on the lead and select update.
Here you can select Next to move the lead on a stage as necessary.
Please note once a Lead is saved in its new stage it cannot be moved backwards.

  • You can click on any desired Lead to view the Lead details and Update Lead

  • You can only update a lead when it’s assigned to you

Here you can also view and update planned events, history and notes which are displayed with each lead.

  • You can update every Input field accept Company Name and Number.

  • Simply select Next ➡ to move the Lead through the sales stages

  • You can re-assign the Lead to a team member by selecting them from the dropdown box in the Select Team Member field.

  • Remember to hit save after making your changes.

Info

This can only be done by a Sales Licence User, Manager or Professional.

Expand
titleSales Activities

Key Performance Indicators gives you a high level overview of your team and company.
Select Organisation and Team Member from the dropdown menu for further viewing.

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