Leads (enquiry pipeline)
Published and maintained by Adtro Media
Assistants > Leads tracks every enquiry from arrival to won or lost — including enquiries from companies who have never ordered and so have no customer profile yet.
- Stages: New, Contacted, Qualified, Proposal, Won, Lost. The stages are fixed so close rate means the same thing for everyone.
- Each lead carries a contact, a source (walk-in, WhatsApp, phone, website, referral, social, event, an outreach sequence), an expected value and an owner.
- The cards at the top show open value, won value, close rate and anything overdue for follow-up. Close rate counts won against everything that actually closed — it stays blank until something has.
- Quote a lead from its own card; the quote takes its contact details rather than keeping a second copy.
The Sales assistant works this pipeline for you — ask it what needs chasing today.
Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Assistants and just ask.