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1. Understanding the sales pipeline Leads & Sales Pipeline … ugh, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each deal stands and what should …
2. Creating and managing leads Leads & Sales Pipeline … ast name , Phone , Email , Company and Website . Choose the Pipeline stage (required) — new leads usually start at New . Optionally add the Expected value , Expected close date , W …
3. Managing follow-ups Leads & Sales Pipeline Schedule the next action on a lead, get reminded, and see what is due. A follow-up is the next thing to do on a lead — a call, a meeting, a demo — with a time attached, so it does …
4. Getting started with HR & Payroll HR & Payroll How the HR & Payroll section is organised — what every employee sees, what managers add, and what HR runs. HR & Payroll covers your people from joining to leaving: employee records …