CRM

Leads, the opportunity pipeline, sales teams and lost-deal analysis.

6 lessons available · 2 more on the way

Overview

CRM tracks prospects before they become sales. You capture an enquiry as a lead, qualify it into an opportunity, move it across the pipeline, and turn the deals you win into quotations.

Lead → Opportunity → Quotation → Won or Lost

Feature	Where	What it is
Pipeline	CRM › Pipeline	A board with one column per stage. The tiles at the top show open opportunities, pipeline value, won deals and win rate.
Lost Opportunities	CRM › Pipeline › Lost Opportunities	Every deal you lost, with the reason.
Leads	CRM › Leads	The inbox of unqualified enquiries: All Leads, My Leads, Unassigned Leads, and New Lead.
Sales Teams	CRM › Sales Teams	Each team's open value, won value and win rate.
Reporting	CRM › Reporting	Lost Analysis (why deals were lost) and Team Performance.
Configuration	CRM › Configuration	Pipeline Stages, Sales Teams, Lead Sources, Lost Reasons and Web-to-Lead.

Tasks in CRM

Leads

Add a lead Write down a new enquiry - who is asking, what they want and roughly how much it is worth - so it can be followed up. 6 steps1:04 video Convert a lead to an opportunity Move a promising lead from the inbox into the pipeline and fill in the details of the deal. 6 steps1:06 video

Pipeline

Move an opportunity through the pipeline Drag a card to the next stage, or use the stage buttons on the opportunity, so the pipeline always shows where each deal stands. 5 steps1:01 video Mark an opportunity won or lost Close a deal as won, or record why it was lost so you can learn from it. 6 steps1:02 video Create a quotation from an opportunity Turn a deal in the pipeline into a draft quotation with one click, with the customer and the amount already filled in. 6 steps0:58 video

Configuration

Set up pipeline stages, lead sources and lost reasons Adjust the lists CRM uses - the columns of the pipeline, where leads come from, and the reasons for losing a deal. 5 steps1:04 video

Coming soon

These lessons are being written and recorded.

Web-to-Lead form for your website
Sales teams and team performance