How do I set up and use the leads pipeline?
Managing leads and the sales pipeline in Octiv
Accessing the Leads Pipeline
Leads >> Manage
Note: Leads is turned off for Trainers by default. Trainers can be given read-only access to leads by ticking Leads under Staff, then ⋮ (Actions) next to the staff member >> View/Edit >> Access. They can view a lead's bookings, details and notes (such as injuries), but can't edit them. See How do I control what a staff member can access (permissions)?
What the Pipeline Shows
The Manage Leads view shows all leads with columns for:
- Last contacted
- Next follow-up date
- Captured date
- Bookings
- Status
Moving Leads Through the Pipeline
Click the ⋮ (Actions) menu next to the lead, choose Edit and change the Status. The statuses are Pending, Drop-in, Contacted, Needs Follow Up, Requested Demo, Converted, Other and Lost. You can also update Last Contacted and Next Follow Up here.
Generating an Invoice for a Lead
1. Go to Leads >> Manage, click the ⋮ (Actions) menu next to the lead, choose Generate Invoice, fill in the details and click Submit.
- The lead's invoice will be visible under Accounts >> Invoices when you set the Member Type filter to Lead
Capturing a Lead
Leads can be captured via:
- Your leads enquiry form: share the Leads link from Settings >> Widgets on your website, emails or social media.
- Manual entry: Leads >> Manage >> Create New, then enter the lead's details
⚠ A lead can be captured to your pipeline multiple times (e.g. if they enquire, leave, and return later).