Learn how to keep track of all the leads in your sales pipeline, identify which prospects have been generated and ready to be sealed, and ensure no leads slip through the cracks. How to use (Card View) to manage your sales pipeline. How to use tasks and task notifications to support your team. How to identify your hottest leads. How to use lead routing to ensure no lead gets dropped.
Sales pipeline so you can see what’s happening with any lead at any given time. How to track contacts’ stage in your pipeline. Strategy for organizing your contacts by stage in Apex Fortune. The easiest way to update the sales stage of a contact. Ideas for automating parts of your sales process.
Keep tabs on your sales team’s tasks using Apex Fortune oversight tools so you can consistently deliver remarkable customer experiences. Ways to save time managing your sales team. How to send automated alerts to your team when you delegate tasks. How to remind your team about their tasks with no manual work. How to alert yourself automatically if your team members’ tasks are overdue
Add lead routing automation to your sales team so you’ll follow up with every lead consistently and won’t miss any opportunities for a sale. How lead routing can make onboarding new sales team members easier. How to evenly divide hot leads between team members. How to distribute leads to each team member based on the percentage you decide. How to create automations to route leads automatically.
Build a lead scoring system in Apex Fortune so you can focus your time and energy on hot leads and make more sales. How to set up criteria for what counts as a qualified lead. How to separate leads’ recent activity from old activity. How to automate tasks based on lead scores. How to delight your best leads with special offers.
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