XFatora

Leads & Pipeline

Capture leads and track them through every pipeline stage.

Leads & Pipeline screenshot 1 Leads & Pipeline screenshot 2 Leads & Pipeline screenshot 3

What you can do here

  • Log new leads and assign owners.
  • Move leads through pipeline stages.
  • Convert qualified leads to customers.

Before you start

  • CRM & Sales access is required.
  • Define your lead stages and owners.
  • Decide how you score or qualify leads.

Step-by-step

  1. Create a lead and fill in source, contact info, and notes.
  2. Assign a staff owner and move the lead to the next stage.
  3. When qualified, convert the lead to a customer record.
  4. Create a proposal or estimate from the new customer.

Tips & Common mistakes

  • Update lead notes after every call to keep history complete.
  • Use clear stage definitions so the pipeline stays consistent.
  • Close or archive stalled leads to keep dashboards clean.

FAQ

Can I assign multiple owners?

Assign a primary owner and track collaborators with notes.

How do I convert a lead?

Use the convert action to create a customer record.

Where do I see pipeline totals?

Use the leads dashboard and filters.

Next steps

Proposals Estimates CRM & Sales Overview