How to track your leads

Steps

1. Open Leads. Everything that comes in through the form on your website is here. In the Pipeline view you see it as a board with the columns New, In progress, Offer sent, Won and Lost.
2. Open a lead. You can call or reply by email straight from it, with ready made templates. After you reply, the lead moves from New to In progress.
3. Drag leads between columns with the mouse, or click a step in the bar at the top of the detail. When a lead does not work out, pick the reason, so you can see where you lose leads.
4. Write a note and set the date of the next contact. On that day you get a reminder by email and in Telegram, and the lead stays flagged until you deal with it.
5. Add the value of the lead and its source: website, form, ads, added manually or other. Below the list you see the total of open and won leads.
6. A lead that did not come from the website (a phone call, a meeting, a message on social media) you add with Add lead. It works like the others: stage, notes, reminders.
7. When you agree, click Issue invoice in the detail. The invoice is created as a draft with the lead's details, you only check it and issue it. When the customer pays, the lead is marked Won by itself.

Leads that have not moved for days are flagged. Look at them in the morning, a quick reply is what most often convinces a customer.