Sales follow-up (CRM)

Each received request has its Sales follow-up section: the deal's stage, the team's notes, reminders and history.

▶Video coming soon: Follow your deals with the CRM. Meanwhile, follow the steps below.

What every plan includes (Basic CRM)

• Stage: move the request forward (Interested, Quote sent, Contacted, Negotiation, Won…); in Kanban, drag the card from one column to another;
• Mark lost, with the reason (price, delivery time, a competitor, no more news, client's budget, project dropped, other);
• Internal notes: seen by your team only;
• History: everything that happened (request received, opened, first answer, quote, stage changed…).

With higher plans

• Followed by: assign the request to a team member (they are told: Request assigned to me);
• Estimated amount and Won amount;
• Reminders: Schedule a reminder (When, For whom, To do); the reminder arrives as a notification, without the "to do" text, which stays internal.

The list's Mine filter shows only requests assigned to you, Unassigned those nobody follows.