All you need to know to efficiently manage your leads

• Statuses & reminders

  How to change statuses and set reminders for your leads.

• Activities: Defining What Comes Next

  Setting up predefined activities to know exactly what you have to do next with your lead.

• Sales steps

  Using sales steps to have a clear picture of your commercial pipeline

• Log your activity & foster collaboration

  Add a comment to state what you just did, what your next action will be, and use the mentions features to foster collaboration

• Estimated closing date

  How to set & manage estimated closing dates?

• Amount & probability

  Add the amount & probability on every lead

• Extra Number & Percentage Fields

  Know how many products a lead is willing to purchase from you and the commission you'll get out of every sale you make

• Assigning leads

  How to assign leads

• Click To Call

  How to use the Click to Call feature

• Bulk actions with leads

  How to massively modify leads?

• Pipeline View

  How to use the Pipeline View?

• Search Engine

  How to look for information inside You Don't Need a CRM?

• Starred leads

  What are starred leads?

• Filters

  How to filter leads?

• Sorting leads

  How to sort your leads inside the system

• Identify duplicates

  How to identify duplicates?

• Edit Leads

  How to edit leads?

• Compact mode

  Use the compact mode for bulk actions & more

• Calendar Sync

  How to sync. your account with your calendar

• Search for lead information on Google & LinkedIn

  Searching for lead information on Google & LinkedIn is only a click away propipelines.com.

• QR Code Scan-to-call

  When using a cell phone to make a call, it can be tiring to always type in the different phone numbers you need to call, and it often leads to mistyping the number too! Thanks to propipelines.com’s QR Code Scan-to-Call feature, those days are over!

• Keyboard Shortcuts

  How to use keyboard shortcuts to improve your productivity when managing your leads.