Lead Tracker
The Lead Tracker provides a Kanban-style pipeline view to visually manage your sales process from initial inquiry to deal closure.
Pipeline Stages
Your leads flow through these stages:
| Stage | Description |
|---|---|
| New | Fresh inquiry, not yet contacted |
| Contacted | Initial outreach has been made |
| Qualified | Lead has confirmed interest and budget |
| Proposal | Quote has been sent to the lead |
| Negotiation | Pricing or terms are being discussed |
| Won | Deal is closed, move to invoicing |
| Lost | Lead decided not to proceed |
Using the Kanban Board
Drag and Drop
- Move leads between stages by dragging their card to the desired column
- The stage is updated automatically when you drop the card
- Each column shows a count of leads and total potential value
Lead Cards
Each card shows:
- Client name and company
- Phone and email
- Interested free zone and license type
- Estimated deal value
- Days since last activity
Quick Actions
Click on a lead card to:
- View full lead details
- Add notes or activity logs
- Generate a quote directly
- Send an email
- Edit lead information
Filtering and Search
- Use the search bar at the top to find leads by name, company, or email
- Filter by free zone, source, or assigned agent
- Toggle between Kanban view and List view
Lead Sources
Track where your leads come from:
- Website inquiry
- Referral
- Social media
- Walk-in
- Cold outreach
- Partner referral
Tips
- Review the board daily and move stale leads to stay on top of your pipeline
- Use notes to record every client interaction
- Set follow-up reminders so no lead falls through the cracks
- The AI Assistant can help you draft follow-up messages