Instructions for using the WiseLeads sales tracking tool.
Instructions: How to Use Sales Tracking
1. To access sales tracking, navigate from the system's administration panel by selecting:
→ “Sales"
→ “Sales"
→ “Sales Tracking"
The listing will display all previously created sales tracking tables.
2. To create a new table, select from the top of the page.
→ “New board"
3. Provide a name for the sales tracking table and select an owner for the table from the CRM.
4. The table can be defined and named as desired with 1-6 columns to categorize contacts.
5. A new lead is added by clicking on the top of the table.
→ ”Add New."
6. Define lead details:
Name = Contact name
Description = Lead source
Value = Estimated or actual amount
Contacts = Customer contacts
Owner = The salesperson owning the lead
Due date =
Tags = Keywords used for lead categorization, e.g., "lead"
Save the lead by clicking:
→ "Save"
Only after saving, you can add activities to the lead.
7. A new activity is added from the lead card by clicking on "Add New" in the activities section.
Choose the activity type from the dropdown menu.
Note: Activities can only be added after the lead card has been created and saved for the first time.
8. Write detailed information about the completed activity on the form that opens.
When the activity is saved, its details are saved on the lead card and in the CRM behind all the individuals and companies involved in the activity.
9. The development of leads is tracked by moving the lead card forward in the table (sales pipeline) until the deal is either won or lost.
10. The lead is automatically removed from the sales tracking listing when it is marked as won or lost.
12. The system generates a summary of completed activities. The report also displays the number of activities per salesperson.