Running a small business means juggling lots of tasks — especially when it comes to managing your leads and sales process. Keeping track of which prospects are interested, which deals you’ve won or lost, and what steps come next can get tricky fast. Luckily, there are tools designed to help you keep it all organized without extra hassle.
📌 Why This Matters
Understanding exactly where your leads stand lets you make smarter decisions, spend your time wisely, and move prospects smoothly towards becoming customers. Instead of guessing or juggling spreadsheets, you get a clear picture of your sales pipeline and what each lead needs next.
✨ What’s New
- Mark Leads as Won or Lost: Now you can update your leads’ status directly, showing which deals you’ve closed successfully and which didn’t work out.
- Filter Prospects by Status: Easily sort your leads to see who’s still interested, who you’ve won, and who you’ve lost — plus which customers still need onboarding.
- Quick Onboarding for New Users: A step-by-step guide helps you get started fast and makes sure you don’t miss any important features.
🛠️ How to Use It
- Step 1: When working with a prospect, mark their status as either Open, Closed Won, or Closed Lost based on your progress.
- Step 2: Use the filters to organize your prospect list and focus on what’s important — whether that’s following up on open leads or onboarding new customers.
- Step 3: For new users, follow the guided checklist to create your first prospect, generate reports, and start capturing new leads confidently.
💡 Pro Tip
Regularly updating the status of your leads helps you focus your energy on the right prospects, improving your chances of turning opportunities into paying customers.
