How do I set up and use the leads pipeline?
Managing leads and the sales pipeline in Octiv
Accessing the Leads Pipeline
Left hand menu >> Leads >> Manage
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
1. Select the lead by ticking the checkbox next to their name.
- Click Change Status to move them to the next stage (e.g. Interested > Trial Booked > Converted).
Generating an Invoice for a Lead
1. Leads >> Manage >> select lead by ticking checkbox >> Generate Invoice >> fill in details >> Submit
- The lead's invoice will be visible under Accounts >> Invoices >> Lead Member
Capturing a Lead
Leads can be captured via:
- Octiv lead capture widgets embedded on your website.
- Manual entry: Leads >> Create New Lead >> enter details
- The Octiv sign-up flow (if configured for lead capture rather than direct membership sign-up).
⚠ A lead can be captured to your pipeline multiple times (e.g. if they enquire, leave, and return later).