Every person or company interested in your services is recorded in Sales as a card. The card moves through the stages until it closes as won or lost. What matters is that every open card has a next step with a date.
Steps
- Open Sales from the side menu. The Deals page opens.
- Click Add deal.
- Type the Company name (required), then the First name, Last name, Phone and Email of the person you talk to.
- Add the expected Value and the Expected close date, and choose the Owner, Source and Priority.
- Under Needed services, pick the services the lead is asking about, or type a new one.
- Click Add deal. The card is placed in the first stage of your pipeline automatically.
- Click the card's name, then click Open deal to open its page, and click Schedule activity.
- Choose the activity type (Call, Meeting, Email, WhatsApp, Task) and set the Due date, or click Tomorrow, In 3 days or Next week. Then click Schedule.
- After each contact, write what happened under Add a note and click Save note. Then click Done next to the finished activity and set the next step.
Good to know
- Leave Deal name empty and it is written for you from the company or contact name.
- From the card you can reach the lead directly with the Call, WhatsApp and Email buttons.
- In Kanban view, click No next step to see every card with no follow-up scheduled, Rotting for cards that have sat in their stage too long, and My deals for your own cards only.
- Already have a list? Open More and click Import CSV to add them all at once.
- A lead is not yet a record under Clients. When you win the deal and create its project, a client record is created for it or it is linked to the existing one.
- An employee sees the Sales pages only if their job role allows it.
- In a new workspace you may find Sales under More in the side menu.