Getting started series
Tracking your first sales lead
After this series you can record a sales lead, follow up with it and move it through your pipeline until the deal is won. The order matters: first fit the pipeline to how you sell, then add the lead, work it, and close it. 4 videos, 8 minutes.
1:58
Part 1 of 4Fit your sales pipeline to your business
Every lead is placed in a stage and tagged with where it came from, so check those lists before adding your first lead.
1:39
Part 2 of 4Add your first lead
A lead is the record you track from first contact to the sale, so you need one before you can follow up with it or move it along.
2:08
Part 3 of 4Log a call and plan the next follow-up
A lead only moves forward when you keep in touch, so record each conversation and schedule the next one before you lose track.
2:17
Part 4 of 4Move the lead through your pipeline and win it
As the deal progresses you move the lead from stage to stage, so the pipeline always shows what each deal is worth and how close it is to closing.
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