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Sales (Leads)
Manage your leads to ensure you never miss a sales opportunity
7 articles
Set up your sales pipeline viewYour lead's sales pipeline view is an organized, visual way of tracking potential clients as they progress through different stages.
How to create a new leadRecord a new lead ready to be moved through your sales pipeline
How to record and edit notes on a leadRecording notes against a lead helps you remember every little detail for future follow-ups as the lead moves through your sales process.
Linking a lead to a Xero contactLinking a lead to a Xero contact allows you to create invoices and payments within JACK which sync to your Xero file
Creating automated email marketing campaignsAutomate tasks so that you never miss a step in your sales process
Setting a conversion rate % on different stages within your sales pipelineSetting your lead conversion rate in your sales pipeline helps you predict your future sales and forecast cashflow
Forecasting contract signing dates, construction start dates, and build durations and how they affect the cashflow forecast