CRM
Leads and your sales pipeline: follow-ups, converting leads to customers, and CRM reports.
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How to Track Leads and Your Sales Pipeline
Switch on CRM under Settings → Menu & Modules. Add each prospect under CRM → Leads → Add Lead with their contact, source, priority and estimated value. Move them through the stages on the Pipeline board, from New Lead through Contacted, Qualified, Demo, Proposal and Negotiation to Won or Lost.
How to Follow Up Leads and Convert Them to Customers
On a lead's page, use Log Activity to record every call, WhatsApp, visit or proposal and its outcome, and Follow-ups to schedule the next action with a due date. CRM → Follow-ups lists what is overdue, due today and coming up. When the lead buys, click Convert to Customer.
How to Read CRM Reports and Set Up Lead Sources
CRM → Reports shows the Funnel, Source Performance, Campaign Performance, Sales Team, Lost Leads and the Forecast for a period. Under CRM → Sources & Settings, add or switch off lead sources and lost reasons, and add the campaigns you run on each source.
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