Use the pipeline board

Who can do this: Team members with access to CRM Pipeline
Where to find it: Apps › CRM Pipeline

The pipeline shows your leads by stage so you can follow them from enquiry to booking.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select CRM Pipeline.
2. Choose a pipeline with the pipeline selector. Sales is the default.
3. Switch between Board and List view.
4. Stages include New Lead, Consultation Booked, Won and Lost. Each shows the number of leads and their total value.
5. Drag a lead to another stage to move it.
6. Use the search box to find a lead.

Result

You can see every lead and where it stands.