25 min of content
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SUMMARY
Lead management
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4 lessons
Learn how to keep track of all the leads in your sales pipeline, identify which prospects are worth pursuing, and ensure no leads slip through the cracks.
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SECTION OVERVIEW
Lessons for lead management
Learn how to use Card View to manage your sales pipeline so you can see what’s happening with any lead at any given time.
You'll learn
- How to track contacts’ stage in your pipeline
- Strategy for organizing your contacts by stage in Ontraport
- The easiest way to update the sales stage of a contact
- Ideas for automating parts of your sales process
Keep tabs on your sales team’s tasks using Ontraport’s oversight tools so you can consistently deliver remarkable customer experiences.
You'll learn
- Ways to save time managing your sales team
- How to send automated alerts to your team when you delegate tasks
- How to remind your team about their tasks with no manual work
- How to alert yourself automatically if your team members’ tasks are overdue
Add lead routing automation to your sales team so you’ll follow up with every lead consistently – and won’t miss any opportunities for a sale.
You'll learn
- How lead routing can make onboarding new sales team members easier
- How to evenly divide hot leads between team members
- How to distribute leads to each team member based on the percentage you decide
- How to create automations to route leads automatically
Build a lead scoring system in Ontraport so you can focus your time and energy on hot leads – and make more sales.
You'll learn
- How to set up criteria for what counts as a qualified lead
- How to separate leads’ recent activity from old activity
- How to automate tasks based on lead scores
- How to delight your best leads with special offers
Features
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