Forum Discussion
NJones
1 day agoContributor 3
What has worked well for us is keeping it simple and creating clear stages inside the system. Instead of leaving everything in new request, move leads through a few defined steps like new lead, contacted, waiting on client, scheduled, and closed. That way you can see exactly where everyone sits. Tags or custom fields can also help track where the lead came from so you know what marketing is working. For follow ups we rely on tasks or reminders tied to the request, so nothing falls through the cracks. The biggest thing is making sure every lead gets moved to the next stage quickly, so the pipeline stays clean and easy to review.
Annie-eccs
1 day agoContributor 2
Thanks for sharing! So you have access to sales pipeline? I dont anymore.