📄️ Understanding Leads and Pipelines: A Simple Guide
Leads and pipelines are tools designed to help you manage potential business opportunities with ease. Whether you're handling inquiries from parents about classes or following up on trial sessions, these tools will keep you organized and efficient. Let’s break it down step by step!
📄️ Create a New Pipeline
Pipelines help you organize and track your leads effectively. Whether you're managing customer inquiries, sales opportunities, or service requests, creating a pipeline is the first step to staying on top of your opportunities. Here's how to create a new pipeline:
📄️ Adding a New Lead to a Pipeline
Once you’ve created a pipeline, the next step is to add leads to it. A lead represents a potential opportunity, such as a customer inquiry or a sales opportunity. This guide will walk you through the process of adding a new lead to a pipeline.
📄️ Moving Leads Through Stages
Once you’ve added leads to a pipeline, the next step is to move them through the stages as they progress. This helps you track the status of each opportunity and ensure nothing falls through the cracks. This guide will walk you through the process of moving leads through pipeline stages.
📄️ Reordering Columns
When managing leads, it's essential to have the most important information easily visible. By customizing the column order, you can ensure that key details appear on the left side of the table for quick access.
📄️ Pre-set Filter
How to Edit Your Leads Page Pre-Set Filters
📄️ Adding Custom Field To Lead
By default, the Leads page includes a set of standard fields. However, if you need to track additional details—such as a lead's service interest or preferred appointment time—you can create custom fields to capture this information.
📄️ Show or Hide Fields in Pipeline
This guide explains how to customize which fields are visible in your "Leads" table by showing or hiding specific fields within a pipeline.