Using your lead tracker
A simple pipeline board to move each lead from first touch to closed.
The Leads page is a drag-and-drop pipeline. Drag a card between stages (New, Contacted, Call made, Meeting won, Client won, Nurturing, Lost) - or use the controls on each card.
Working a lead
- 1Click a card to open it, log calls, notes, emails, and meetings, and set a deal value.
- 2Move it through the stages as it progresses - the board updates instantly.
- 3Add leads by hand too, not just from deliveries.