🎯 Section 15
CRM: leads & follow-ups
Track enquiries until they become paying customers.
New→Contacted→Qualified→Proposal→Won / Lost
Add and move leads
CRM›Leads & pipeline
- Click Add lead. Enter the name, phone, company, source (walk-in, referral…), expected value and who it's assigned to.
- Switch between the list and the pipeline board. Move a lead to the next stage as the conversation progresses.
- If a lead is Lost, record why. It helps you spot patterns.
- When it's Won, convert it to a customer and create the first sale.
A lead from first call to first order
- New: City Bakers calls asking about bulk flour. Add the lead, source Phone enquiry, expected value ₹45,000, assigned to Anil.
- Contacted: Anil calls back and adds a follow-up "Visit on Friday 11 AM".
- Qualified: At the visit they confirm a monthly need.
- Proposal: Anil sends a quotation.
- Won: They agree. Anil clicks Convert to customer and makes the first invoice.
Follow-ups
CRM›Follow-ups
Schedule calls, visits or meetings with a due date and time. Overdue follow-ups show as a red count in the menu, so nothing slips. Mark them done when complete.
ℹ️
Staff with "view own" permission see only the leads assigned to them.
Not using ZaleBee yet?
Try everything in this guide free for 30 days.