This article will cover the following topics:
Creating a New Lead
Read this article to understand the difference between a Lead and an Opportunity and other Pipeliner terminology.
Watch this video on How to Create a New Lead ⤵
From the menu select “Leads” ⤵
Touch In the lower right on "Create New" under “+” icon.
Select "Lead” ⤵
Complete the fields.
Required fields have an asterisk “*”.
NOTE: Select the “Show all Fields” button see all possible fields.
Link this Lead to Account Records and Contact Records
Select the “Add Accounts” button to ensure that you link this Lead to the potential or current Company related to this Lead. In the search field, start typing in the name of the company to see if it is already in your Pipeliner system. This will bring up those Account records in alphabetical order. Then select the one you want.
Select "Done".
If the Account record is not already in the system, select the “+” in the lower right to create it. Press “Save” after completing the fields ⤵
Select the “Add Contacts” button to ensure that you link this lead to the name of the Person (Contact) that you will be speaking with about this Lead. In the search field, start typing in the name of the contact to see if it is already in your Pipeliner system. This will bring up those Contact records in alphabetical order. Then select the one you want.
Select "Done".
If the Contact record is not already in the system, select the “+” in the lower right to create it. Press “Save” after completing the fields ⤵
Remember to complete the fields in the Lead record. Required fields have an asterisk “*”. Select “Save”.
NOTE: Select the “Show all Fields” button see all possible fields.
Modifying a Lead
From the menu select “Leads”. If there are many Leads in the system — use the Search tool to help you locate the Lead. In the search field, start typing in the name of the Lead to see if it is already in your Pipeliner system. This will bring up those Lead records in alphabetical order. Then select the one you want ⤵
Press on any field or pencil that appears in the upper right of the fields you wish to modify. Type in what you want or make your selections and “Save” ⤵
Lead Menus
Each Lead has several tabs horizontally across the top of the Lead.
They include: Overview, Detail, Activities — swipe left for more; Feeds, Documents and Notes ⤵
Pressing each of the tabs will provide additional information about the Lead:
The "Detail" Tab — provides all the detail of information you entered which can be modified.
The "Activities" Tab — provides all the activities related to this Lead. Here you can create or modify activities.
The "Feeds" Tab — will provide the messages entered by you or your team in reference to this Lead.
The "Documents" Tab — provides the ability for you to attach documents or view documents that have already been attached.
The "Notes" Tab — provides the ability to create separate notes about this Lead.
Qualifying a Lead to become an Opportunity
Watch this video on how to qualify a Lead in the Mobile App ⤵
From the Lead Overview Tab select the “Qualify Lead” button ⤵
If you have multiple Pipelines, select the pipeline this lead should go into, next select the step of the process you wish this lead to be in.
Now review the fields!
There will be some new fields to fill in, some of which will be required such as the Opportunity Value, and the potential closing date of this Opportunity. Complete the fields, select “Save”.
Now that your Lead has become an Opportunity, ensure that all the details are completed. Select the Detail Tab, review the fields and modify, then select "Save".
NOTE: An Opportunity can have different fields than Leads ⤵
Losing a Lead
If a Lead has been lost in Pipeliner, it must be archived. While in the Lead (any of the Tabs: Overview, Detail, Activities etc…) archive the Lead by selecting the the respective icon in the upper right of the Lead and select “Archive” ⤵
