Leads, meetings and events
Work your pipeline from first lead to won.
- Who can do this
- Owners and admins. Members work the leads of their own cards. Viewers read only.
- Where in the app
- Leads
In short
Every lead will have a stage, an owner and a next action date, and you will know which ones need you today.
Steps checked
Work one lead.
- Step 1.
Open Leads and press a lead's name.
- Step 2.
Read the Score: a number and a band. Why lists the reasons and Actions taken on the card shows what the visitor tapped.
- Step 3.
In the Pipeline panel set Stage: New, Contacted, Qualified, Meeting, Won or Lost.
- Step 4.
Set the Owner and the Next action, a date and time on Barcelona time.
- Step 5.
Optionally fill in Deal value (EUR), Outcome, Existing customer and Internal note. Press Save.
- Step 6.
Under Notes, type in Add a note and press Add note to keep a running log.
Confirming or finishing a meeting moves its lead to the Meeting stage if it was earlier. The Activity list on the lead records every change.
How the score is built.
The score runs from 0 to 100. Hot is 60 or more, Warm is 30 to 59 and Cold is below 30. Points come from a meeting request (30), a saved contact (20), other card actions (5 each, up to 10), a company e-mail domain you have not flagged as a customer (10) and a phone number (5). An existing customer takes 20 points off.
Work many leads at once.
- Step 1.
On Leads, use the quick filters: Due today shows leads whose next action is today, Overdue shows those past due, and No contact 48 h shows new leads nobody has touched for two days. Won and lost leads are left out of the first two.
- Step 2.
Tick leads, or press Select page. You can select up to 200 at once.
- Step 3.
To change stage, choose a stage in Set stage and press Apply.
- Step 4.
To hand leads over, choose a person in Assign to and press Assign. Choose Unassigned to clear the owner.
Flag existing customers.
- Step 1.
Open Customers. Only owners and admins see it.
- Step 2.
Under Upload a list, choose a CSV with the columns
name,domain, up to 2,000 rows. - Step 3.
Press Check file. Nothing is saved yet. Fix any rows listed with problems.
- Step 4.
Press Save followed by the number of customers. Every lead is checked again and its score recalculated. Leads from those domains show a Customer badge.
Common questions.
Why can I not edit a lead?
Viewers can read every lead but not change it. Members edit only the leads of their own cards. A deleted lead is read only until an admin restores it.
What does Group by company do?
It puts leads from the same company next to each other on the page, with a heading for each company. It does not merge or change any lead.
Does the app move leads between stages by itself?
Only one move: a confirmed or finished meeting takes its lead to the Meeting stage if it was earlier. Everything else you set yourself.