All you need to know to efficiently manage your leads
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Statuses & reminders
How to change statuses and set reminders for your leads.
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Activities: Defining What Comes Next
Setting up predefined activities to know exactly what you have to do next with your lead.
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Sales steps
Using sales steps to have a clear picture of your commercial pipeline
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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
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Estimated closing date
How to set & manage estimated closing dates?
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Amount & probability
Add the amount & probability on every lead
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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
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Assigning leads
How to assign leads
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Click To Call
How to use the Click to Call feature
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Bulk actions with leads
How to massively modify leads?
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Pipeline View
How to use the Pipeline View?
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Search Engine
How to look for information inside You Don't Need a CRM?
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Starred leads
What are starred leads?
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Filters
How to filter leads?
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Sorting leads
How to sort your leads inside the system
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Identify duplicates
How to identify duplicates?
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Edit Leads
How to edit leads?
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Compact mode
Use the compact mode for bulk actions & more
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Calendar Sync
How to sync. your account with your calendar
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Search for lead information on Google & LinkedIn
Searching for lead information on Google & LinkedIn is only a click away propipelines.com.
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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!
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Keyboard Shortcuts
How to use keyboard shortcuts to improve your productivity when managing your leads.