Versions Compared

Version Old Version 9 New Version Current
Changes made by

Stuart Glover

Stuart Glover

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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



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

Desktop View:

Widget Connector
width620
urlhttps://vimeo.com/672047595
height480

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, 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.

  • Here 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.

←Next →←Next →
Image Added

Image Added