Introduction to the Sales Lead Portal
Track leads from first contact through to a won job, and see where the pipeline stands.
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Overview
The Sales Lead Portal is where enquiries get tracked from the first phone call through to a signed-off, won job - customer details, expected value, probability, activity history and status, all in one place, with a dashboard that shows the shape of the pipeline at a glance.
What you can do
- Track leads - customer, division, expected value, probability and status in one record
- See the pipeline - KPI tiles and charts break the pipeline down by division, status or salesperson
- Log activity - every call, site visit or quote sent recorded against the lead
- Search your ERP’s customers - pick an existing customer instead of re-typing their details
- Link to the job it becomes - once a lead is won, connect it to the real job in your ERP
Who uses it
- Salespeople - track your own leads and log activity as you work them
- Sales admins - see the whole company’s pipeline, reassign leads, manage divisions
Key concepts
Lead - a tracked enquiry, from first contact to Sold or Lost
Status - where a lead sits in the pipeline (see Leads and the pipeline)
Division - which part of the business a lead belongs to (e.g. Electrical, Plumbing)
Activity - a logged interaction against a lead (a call, a site visit, a quote sent)
Linked job - the real ERP job a lead becomes once the work is confirmed
Getting started
- Ask your admin to enable the Sales module - see Enable the Sales module - it’s off by default for a new company
- Open the Sales Lead Portal from the app menu
- Check the dashboard for a first look at the pipeline
- Create a lead as soon as a new enquiry comes in
- Log activity as you work the lead through the pipeline
- Change its status as it moves along, right through to Sold or Lost
- Link it to a job once your ERP has one
This guide covers
- The screen at a glance - a tour of the whole app
- The dashboard - KPI tiles, charts and filters
- The leads list - searching, sorting and status chips
- Create a lead - raising a new enquiry
- Change a lead’s status - moving it through the pipeline
- Enable the Sales module - admin setup
See also
- Leads and the pipeline - the vocabulary behind a lead
- Sales user permissions - who can see and do what