Sales Pipeline

This new feature is under its own heading in the Navigation bar. Click the dropdown and select Pipeline to get to this page.

The Sales Pipeline follows this path for tracking the status of leads:

New > Contacted > Proposal Sent > Follow-up Needed > Converted to Customer

It also has tabs to view All leads and Lost leads.

To filter through the leads, you can search by Sales Rep, Creation Date, Value, or Tags. First, select Add Filter, then check the box for what you want to filter by.

Then click the light grey box to the right to see your options under that topic.

To add a new lead, first select Add Lead in the top right corner of the page.

Then you'll see this page on the right side of your screen. It lets you quickly add the key information needed to track a lead, rather than completing a full customer profile.

After completing the lead information, you can choose an opportunity type. These options let you choose what kind of lead it is. Examples are: General Pest Control, Wildlife Control, Lawn Care, etc. After you select one, you can also add specific details about the opportunity.

Note: Under Opportunity Type, you can select only one option at a time.

When you are happy with the information listed under your new lead, click Save in the top right corner of the page.

Now the lead will pop up on the main Pipeline page with the information you added, whether they've been sent any proposals, and their monetary value so far.

This is what it looks like when you click a Lead on the Pipeline page. From here, you can select Log Activity in the upper right.

After you click Log Activity, you'll see this page. This is an efficient way for your sales team to track their work. From here, you can select an Activity Type, Date, and Time. Then choose the activity outcome and add any necessary notes.

This is optional, but if you'd like to plan your next Activity with this lead, click the Schedule follow-up checkbox. After that, add the date. Finally, click Log Activity to save your data.

After you make contact with your lead, the status changes to Contacted. You can manually update the customer status at any time using the Change status dropdown menu.

Status Meanings:

Note: The Convert to Customer option is under the Change Status dropdown; this automatically creates a customer account and transfers any customer information, agreements, and estimates made while they were a lead.

From the lead page, you can create an estimate or agreement attached to the lead. To do so, first click Create, then Agreement/Estimate. Then fill out your information like usual and send it to your client.

Note: After sending the Estimate or Agreement, the lead status changes to Proposal sent.

When the lead accepts the proposal, it switches to Converted status. This section contains leads that turned into customers, and the customer account is automatically created when this status change happens.

Note: Once a lead is converted, you cannot undo that action.