Add a qualified lead to a pipeline and move them across the different stages of the sales process.

Learn how to:

  • Add a lead from the header
  • Add a lead from the List view
  • Add a lead from the Kanban view
  • Monitor the progress of a lead
  • Close a deal

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Admin / Pipeline access

Add a new lead from the header

The header bar is always visible on the top of the page. To add a new lead:

  • Navigate to the header
  • Click on Add New
  • Click on Lead
  • Navigate to the Funnel tab below. Choose the pipeline to which you want to add the lead to
  • Update details in the Account card on the right 

Add a new lead from the Sales Pipeline

You can add leads from the Sales Pipeline page. You can add a lead either from the List view or the Kanban view. 

Add a lead from the List view

  • Navigate to Sales > Pipeline
  • Select the List view
  • Choose the pipeline from the Funnel
  • Click on the green + icon
  • Update the details in the new row

Add a lead from the Kanban view

  • Navigate to Sales > Pipeline
  • Select the Kanban view
  • Choose the pipeline from the Funnel
  • Click on Add Project in a card
  • Update the details in the card

Note: You can also add a new lead by clicking on the green Add Project button in the header. This will automatically take you to the default pipeline that is selected in the pipeline settings. Choose the right pipeline before creating the new lead.

Closing a deal

The Kanban view gives you a visual progress of the lead across the different stages of the pipeline. Click on a card to drag and drop it across the different stages. 

You can edit the existing stages and progress percentage for the stages or add new stages by clicking on New Stage.

You can close the lead as won, lost or put them on hold. Leads that are closed as won will automatically move to the Won Deals pipeline. 

How to set up a pipeline

How to set up meetings and calls 

How to add notes to an account 

How to upload files 

How to create a sales quote 

How to manage product inventory 

How to set up CPQ 

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