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Why use ‘leads’ to manage your your sales process


Leads help you organise all the information relating to potential sales into a single place. This can include everything from tasks, activities, quotes, notes, and even emails.

Leads have a status (which you can customise) that allow you to see at what stage each sale is up to.

Organising all the information about a sale into a lead also means that others in your team can easily help if you are sick or not available as there is one source of the truth.

Using the leads tool will make you more productive, and increase your sales ability by helping you organise, plan and manage sales opportunities.

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