If the user has the Company leads permission enabled, they can switch between the Agents and Company views in the Leads section.
In the Company view, the user can see not only their own leads, but also all other leads in the company, and can open them to review the actions taken on each lead.
Managing potential clients
As actions are taken, leads move forward through the columns and ultimately end up either in Buyer agreement or Lost.
The buttons on the cards are shortcuts to the desired next step (e.g. Agree meeting). Alternatively, you can drag and drop the lead card to the desired stage on the lead pipeline.
- New: New leads arrive here from your website (if the integration is enabled) or are added manually.
- Not contacted: Leads in this column have been assigned to a specific agent. From here, you choose how the customer was contacted.
- Contacted: Next actions are recorded for these leads—typically, a meeting is scheduled and a form is filled in with the agreed meeting details.
- Agreed meeting: Fill in the form with the outcome of the meeting:
- offer made,
- agreement won,
- lead still open, or
- lead lost
- Offer: Assignments for which an offer has been sent move to this column.
- Buyer agreement: Won assignments move to this column.
- Lost: Lost assignments move to this column.