Fit your sales pipeline to your business

Transcript

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1. 0:00

   Welcome. This is the first step towards tracking your first sales lead. Every lead sits in a stage of your pipeline and is tagged with where it came from, so before adding one, let's make sure those lists match the way you sell.

2. 0:24

   Under Customers, Leads, open Lead Settings. Every new company already gets these stages: New, Contacted, Qualified, Proposal and Negotiation, and then Won and Lost, which close a lead. The probability is how likely a deal at that stage is to be won, and New, marked default, is where every fresh lead starts.

3. 0:47

   Let's add a step of our own. Click Add Stage, name it Site Visit, keep it an open stage, and give it a probability of sixty percent. Using the same position number as Qualified places it right after Qualified.

4. 1:02

   Click Save. Site Visit now sits between Qualified and Proposal, so leads will pass through it on the way to a sale.

5. 1:10

   Next, Lead Sources. This ready-made list, with Website, Referral, WhatsApp and more, records where each lead came from, so you can see later which channels bring you the most business.

6. 1:23

   If a channel you use is missing, add it. Click Add Source, type Instagram, and click Save. It is now ready to choose on your leads.

7. 1:35

   Finally, Lost Reasons. When a deal falls through, the app asks you to pick one of these reasons, so you can learn why deals are lost. The ready-made list is fine to start with.

8. 1:47

   Your pipeline now fits the way you sell, and your leads have a place to start. In the next video, Add your first lead, we'll put it to work.