Getting started with Smart CRM: leads, pipeline and deals

The CRM dashboard

Open Smart CRM from the Dashboard. The top shows your total leads, pipeline value, conversion rate and revenue from converted leads, then leads per stage and overdue activities. The tabs are Dashboard, Pipeline, Leads, Needs a Call, Activities, Customers, Deals, Email and website and chatbot contacts.

Step 1: Add a lead

Open Leads and press Add Lead. Leads from your website, WhatsApp and chatbot are added for you.

Enter the Name, company, email and phone, where they came from (Source), the Pipeline Value, Pipeline Stage and a Follow-up Date, then save.

Step 2: Work the pipeline

Open Pipeline to see every lead as a card in its stage - New, Contacted, Qualified, Proposal, Won and Lost. Drag a card to move it to the next stage, or open it to see its details, activities, documents and revenue.

Step 3: Convert to a customer

When a lead buys, press Convert to Customer (the person icon on the lead). They move into your customer list with their details.

Deals

The Deals tab shows total deals, active pipeline, won value and win rate, filtered by stage.

Good to know

• AI Insights at the top suggests what to do next with your leads.
• The CRM Agent can follow up leads for you - see What AI agents can do for your business.