Search Sign in
All help topics

Help topics

On this page

How to Track Leads and Your Sales Pipeline

Written by the SellarPro team · Published 12 October 2026 · 2 min read

Short answer

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.

The CRM tracks people who might buy from you, from the first conversation until they become a customer. It suits businesses that sell big orders, contracts or wholesale accounts.

Switch on CRM under Settings → Menu & Modules.

Add a lead

  1. Open CRM → Leads and click Add Lead.
  2. Enter the company name, the contact person, mobile, WhatsApp and email.
  3. Choose the Source (where they came from, such as Walk-in, WhatsApp or Referral), the Stage and the Priority.
  4. Enter the Estimated Value and expected close date, and choose the salesperson it is Assigned to.
  5. Save. The lead gets a number, such as LD2026/0001.

Many leads in a spreadsheet? Use Import on the Leads page.

Work the pipeline

Open CRM → Pipeline. Each column is a stage, with its total value and how likely leads in it are to buy: New Lead, Contacted, Qualified, Demo, Proposal, Negotiation, Won and Lost. Move a lead to the next stage as the conversation moves on, or use Move Stage on the lead's page.

A lead's page: Madina Mini Mart with its stage, priority, Call, WhatsApp, Edit and Convert to Customer buttons, and its details
Each lead has its details, stage, activity and follow-ups on one page.

The CRM dashboard

CRM → CRM Dashboard shows active leads, the Pipeline Value, what was Won This Month, and two queues: follow-ups Overdue and Due Today.

Common questions

Can a salesperson see only their own leads?
Yes. Give their role the CRM permissions for their own leads only, under Access Controls → Roles.

Related articles

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.

CRM · Updated 12 Oct 2026 · 2 min read

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.

CRM · Updated 12 Oct 2026 · 1 min read

Still need help?

Can’t find the answer you’re looking for? Our support team in Accra can help.

Chat on WhatsApp Email support