Leads are the new enquiries coming into your business. Managing them in CRMit means nothing falls through the cracks: you can capture every lead, follow each one up and turn the best of them into real deals. Here is how.
From the CRMit menu on the left, select Leads. This opens your leads, where you can see the list and the overview together.
Add a lead by hand when an enquiry comes in, or import a batch from a spreadsheet if you have a list to bring in. Either way they land in your leads ready to work.
Use the call hub to work through your leads one after another. It keeps you focused so you can make your calls and log the outcome as you go.
As you speak to each lead, qualify it and update its status. This tells you which leads are worth pursuing and which are not.
When a lead is ready, convert it into an opportunity to track the deal, or into a customer once they are on board.
Tip: Log every contact as you make it. When you always know the next step, no lead gets forgotten and follow-ups happen on time.
Turn qualified leads into tracked deals, and add the ones that convert as customers.
Book a quick demo and we will walk you through capturing leads and following them up.