Lead management

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SUMMARY

43 min of content

6 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

1 Managing your pipeline with Card View More info arrow_drop_down schedule 5:31 min Start lesson play_circle

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

2 Oversight More info arrow_drop_down schedule 5:17 min Start lesson play_circle

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

3 Lead routing More info arrow_drop_down schedule 6:16 min Start lesson play_circle

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

4 Lead scoring More info arrow_drop_down schedule 8:22 min Start lesson play_circle

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

5 Ontraport Calendar More info arrow_drop_down schedule 10:37 min Start lesson play_circle

With Ontraport Calendar, you can manage appointment booking, reminders and follow-up in one place. Easily send automated reminders, kick-off appointment follow-up, and more.

You'll learn

How to create one-time or recurring events
How to send event notifications only to the people who need them (like the non-responders)
How to create event templates for recurring events
How to access your contacts’ events in Quick View