Tracking leads in the CRM pipeline

The pipeline shows every sales opportunity and what stage it has reached.

Steps

1. Go to CRM > Pipeline > Leads and add a lead with the contact's details and the expected value.
2. Open CRM > Pipeline > Pipeline to see leads grouped by stage.
3. Move a lead to the next stage as the deal progresses.
4. Log calls, meetings and follow-ups as activities. Your upcoming tasks appear in My Activities.

Insights

• Forecast estimates upcoming revenue from open deals.
• Lead Pipeline and Customer Activity show how your team is performing.

Tips

• Customise the stages to match how you sell in CRM > Configure > Settings.
• Review My Activities every morning so no follow-up is missed.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.