The sole objective of your lead pipeline is to move your leads through to one of two outcomes as fast as possible, either they purchase your products and services or you mark them as not currently interested.
During this process you will be conducting activity related to each lead like calling, speaking to, email and more in an effort to sell your services. During this you can move the lead through your sales pipeline to reflect where the lead is at in their sales journey and what needs to be done next.
Create A Task To Follow Up
With any luck you will have hundreds of leads, it's impossible to keep track of all of them, especially if your working as a team. Create tasks to schedule what you need to do next on each lead.
To create a task:
Navigate to the Leads page
Click into the Task field on the lead card
Type a task into the field and press enter
Make Notes Of Your Interactions
To ensure important things are forgotten and that team members have all the information they need to manage a lead if they havent been the one interacting with them from the start, make notes to keep everyone in the loop.
To make a note:
Navigate to the Leads page
Click in the Notes field on the lead card
Write your note and press enter
Change The Lead Status
To move the lead through your pipeline:
Navigate to the Leads page
Click and hold the drag handle and drag and drop to the appropriate status
Mark A Deal Closed Or Lost
Sell the lead one of your products or services, in this case the lead will automatically be marked as a "Deal Closed". You can also manually change the lead status to "Deal Closed".
Alternatively if the lead is not interested in your products or services mark the lead as "Deal Lost" to remove the from your pipeline.
When you change a lead to a "Deal Lost" status the lead will be removed from your lead pipeline but stays in the system for you to pro-actively target at a later stage.