Open Manage Leads to easily track your leads pipeline. You can find all your leads in different columns as followed:
- Last contacted
- Next follow up
- Captured
- Bookings
- Status
Left hand menu > Leads > Manage
Change the status of your lead to move them along the sales pipelines:
Left hand menu > Leads > Manage > Search for the member & select them by ticking the left hand checkbox > Change status
From this view, you can also generate an invoice for your lead:
Left hand menu > Leads > Manage > Search for the member & select them by ticking the left hand checkbox > Generate invoice > fill in details > Submit
The lead members’ invoice will be located under Accounts > Invoices > Lead Member.
Remember, a lead can be captured to your pipeline multiple times.