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Work your leads
Work your leads
What do I do every day?
Your daily task list and "What's Next?
See what to do today, finish a task, and always leave the lead with a next step.
Deals and the pipeline
Track what you are selling to whom, move each deal through your stages, and record why a deal was lost.
Read your Insights
See how many contacts, tasks, calls and deals your team handled, and how fast new leads get a first reply.
Statuses, sources and tags
Keep three simple lists tidy, so every lead says where it stands, where it came from and what it is about.