Guide your leads through the sales funnel with ease.
In this video, you'll learn:
This video delves into the Inquiry Management Board, a crucial component of your Systemized 2 Scale CRM. You'll learn how to:
Track leads from various sources: Understand how leads from referrals, website forms, and social media are captured and displayed on the board.
Manage the lead lifecycle: Follow your leads as they progress through different stages: applied, booked, paid, and declined.
Automate follow-up: Discover how automated workflows engage leads and ensure consistent communication throughout the sales process.
Integrate external accounts: Connect your Google account and other platforms to seamlessly track and manage leads.
By mastering the Inquiry Management Board, you'll gain valuable insights into your lead flow, improve your conversion rates, and ultimately grow your business more effectively.
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