How Do I Manage My Leads (Update Opportunities) In The CRM?

Modified on Mon, Apr 17, 2023 at 10:38 PM

Opportunities & Pipelines Overview/Tutorial

How To Measure Sales ROI & Sales Conversion Rate For Opportunities (Leads)

PRO TIP: Here's How You Can Turn CRM Leads Into Sales & While We Manage Your Account(s)

Close More Deals Faster With Consistent Follow-Ups

Use the Conversations feature to follow up with leads across multiple channels, including email and SMS. Send email & SMS campaigns. Use the Dialer (green phone icon, top right on the desktop screen) to make direct calls to your leads.

Update The Opportunities Pipeline To Track Sales Progress & Revenue

To update lead (an Opportunity) progress inside your Opportunities Pipeline, simply drag and drop the Opportunity tab/tile into the proper pipeline stage. Click on the Opportunity to edit it and make sure to update the 'value' field to track sales revenue.

Our Team Consistently Reviews Accounts To Optimize Your Funnel

With all the information available in {{location.name}}'s CRM account, including the Google Ad Accounts, and the Google Business profile, our team is able to optimize your lead generation from A-Z.