Lead Tracking - Sales Workflow

You can track the Leads at various stages so that you can plan the strategies accordingly and can manage your sales process easily.

To track the Leads process follow the below-given steps:

Step 1
From the left-hand side menu options click on Leads and go to the Leads screen.

Navigation Link: https://app.ismartrecruit.com/searchProspect

 




Step 2

Click on the + icon to Add leads. 

 
Step 3

Update the status of the Lead, as they progress in the discussion. Select the appropriate status and assign leads as per their stage in the Sales workflow.

 


 

 

View & Filter Leads

You can see the Leads according to their categories by clicking on the respective Head Stage on the Horizontal Sales pipeline display for better business insights and future planning.

 


Advanced Search within Leads

You can filter leads on various parameters for an organised approach to managing your sales pipeline. 

Filter based on, 

  • Created date From 
  • Created date To
  • Notes 
  • Industry Type 
  • Current Status 
  • Historical Status 

 

 

Note: You can also get the Lead status history, for this, you can refer to the article Check History of Lead Status. https://betahelpcenter.ismartsolulab.com/lead-management/check-history-of-lead-status