Use the Leads and Opportunities boards

Follow up on a lead

1. Open CRM → Leads and find the enquiry by searching for the business or contact. If it is new, use New lead.
2. Select the lead to open its panel. Review the owner, priority and current stage. Use Details to set the next follow-up and check contact information.
3. After a call or meeting, open Activity → Add activity and choose Call summary or Log meeting. Save the outcome so the next person can see what happened.
4. Use the stage bar to move the lead through New, Contacted and Qualified. When qualified, use Convert to proceed. Check the conversion result before opening the sales pipeline.

Use Updates for notes to your own team and Activity for the record of calls, meetings, messages and follow-ups. Respect a lead’s Do not contact status.

Review and move a deal

Open CRM → Opportunities. Use Table to compare value, probability and close date. Switch to Kanban to review deals by stage. Select a deal to open its panel, or expand its row to see related quotes and recent activity.

When the deal moves forward, change its Stage in the table or move its card in Kanban. If a move requires an approval, form, accepted quote or deposit, follow the message and open the full record to complete the requirement. Use Won or Lost when the outcome is known.

Understand the forecast

An open opportunity’s weighted forecast is its value multiplied by its probability. A deal worth R20,000 at 50% contributes R10,000. Won deals count in full and lost deals count as zero. Check the selected pipeline and filters before comparing numbers, then review sales targets for the period.