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Linda Marie Aas (Unlicensed)

Linda Marie Aas (Unlicensed)

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As a part of the your organization's sales team of your organization, you will work on maturing the leads you get assigned by your manager, a team member, or create yourself.

Let’s have a look at how you can run a sales process from lead stage to closed. 🔔(Pipeline management video)update and manage the leads in your pipeline. 🔔

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titleUpdating a lead

To update a Lead and move it through the sales cycle, select the Lead and hit update.

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

Once a Lead is saved in its new stage it cannot be moved backwards.

  • You can only update Lead that are assigned to you, you can view any Lead.

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

  • 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.

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

  • Parked stage pauses the Lead and prevents the data from impacting the KPIs.

Info

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

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