🆕Lead Pipeline

Managing leads with LimeCall's Lead Pipeline allows the process of tracking and nurturing leads as they move through different stages of the sales funnel. The goal is to identify and qualify leads, and then move them through the sales process in an efficient and effective way.

LimeCall's sales pipeline has seven stages, all of which can be edited with additional stages added.

1. New

2. Assigned

3. Qualified

4. Opportunity

5. Won

6. Lost

7. Wrong Fit

How to assign a lead to a specific stage

• Navigate to the Leads page, select the relevant lead and "Preview"

• Identify the Lead "Stage" and select

• Select "Pipeline" to view your Pipeline of leads

• Drag and drop leads into stages with ease!

At each stage of the pipeline, you need to take different actions to nurture the lead and move them to the next stage. For example, at the "Assigned" stage, you might send the lead educational content about your product or service. At the "Qualified" stage, you might schedule a demo or consultation. And at the "Opportunity" stage, you might offer the lead a discount or other incentive to close the deal.

How to add / edit Pipeline Stages

• Navigate to the "Pipeline" page, select "Add Stage"

• Navigate to "Settings > Lead Qualification" and add new stage within the "Lead Stage" tags.

• Select "Update" once complete.

The new "Lead Stage" will now be available within the Lead Preview and linked to your Pipeline!

Using a pipeline to manage your leads can help you to:

• Identify and qualify leads: A pipeline can help you to identify which leads are most likely to convert into customers. You can do this by tracking the lead's engagement with your content, their interactions with your sales team, and their overall movement through the sales funnel.

• Nurture leads: A pipeline can help you to nurture leads by providing them with the information they need at each stage of the sales process. You can do this by sending the lead targeted emails, offering them free trials or consultations, and inviting them to webinars or events.

• Close more deals: A pipeline can help you to close more deals by keeping track of your leads' progress and ensuring that they are being followed up with regularly. You can also use your pipeline to identify areas where your sales process can be improved.

Here are some tips for managing your leads with a pipeline:

• Define your lead stages: The first step is to define the lead stages in your pipeline. This will help you to track your leads' progress and ensure that they are being nurtured properly.

• Qualify your leads: Not all leads are created equal. Some leads are more likely to convert into customers than others. Use your pipeline to qualify your leads and focus your efforts on the most promising leads.

• Nurture your leads: Once you have qualified your leads, you need to nurture them by providing them with the information they need to make a purchase decision. You can do this by sending them targeted emails, offering them free trials or consultations, and inviting them to webinars or events.

• Follow up with your leads: It's important to follow up with your leads regularly, even if they're not ready to buy right away. This will help you to stay top-of-mind and ensure that they don't forget about you.

• Analyze your pipeline: Regularly review your pipeline to identify areas where your sales process can be improved. For example, you may find that you are losing a lot of leads at a certain stage of the pipeline. This could be a sign that you need to adjust your marketing or sales strategy.

By following these tips, you can use a pipeline to manage your leads more effectively and close more deals.