Leads & Sales Pipeline
Capture leads, work them through the pipeline and follow up on time.
Creating and managing leads
Add a lead, record where it came from and what it is worth, assign an owner, and turn a won deal into a customer.
Understanding the sales pipeline
The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board.
Managing follow-ups
Schedule the next action on a lead, get reminded, and see what is due.