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Manager User: Lead Journey

Manager User: Lead Journey

Owned by Stuart Glover (Unlicensed)
Last updated: Feb 02, 2022

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:

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.

 

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.

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