Move the lead through your pipeline and win it

Transcript

Select a time to play the video from that moment.

1. 0:01

   This follows Log a call and plan the next follow-up. As a deal moves forward, you move its lead from stage to stage until it is won.

2. 0:19

   Under Customers, Leads, open Pipeline. Each column is a stage, with its number of leads and their total value. At the top, Weighted counts each deal by its chance of closing, so you see what your pipeline is really worth.

3. 0:34

   When the board is busy, search for the lead's name, then click its card to open it. The bar across the top shows the same stages, with Lina still in New.

4. 0:48

   You've spoken to her, so click Contacted and confirm. She has a real need and a budget of four thousand dinars, so move her on to Qualified the same way.

5. 1:05

   To explain a move, use Change stage instead: pick Proposal, add a short comment and save. The move and your comment now appear on the timeline.

6. 1:23

   The clinic signed, so click Close won or lost, choose Won, add a comment and save. Choosing Lost would ask you for a reason instead. Next, Convert to contact turns the lead into a customer you can invoice.

7. 1:52

   Open Won Leads from the Leads menu. Every deal you win is kept here, and Lina is now on the list.

8. 2:03

   That's the whole journey: you set up your pipeline, added a lead, followed up and won the deal. Next, convert it to a contact and send your new customer a quote or an invoice.