A lead is someone who might buy from you. In Wizard Application each lead has a status, an owner and a history of notes, so anyone on your team can see where a deal stands and what happens next. When you win the deal, the lead becomes a customer and keeps everything you recorded.
Before you start
If you cannot see Sales in the sidebar, open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Sales Module.
Set your sales stages
Every workspace starts with seven lead statuses: New, Contacted, Qualified, Proposal, Negotiation, Won and Lost. To match how you sell, open Leads, choose Lead Statuses from the options menu, then rename them, add your own or drag them into a new order.
Add a lead
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Open Leads
In the sidebar, open Sales and choose Leads. Then select Add.
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Enter who they are
Add their name, email and Company Name, and choose whether they are an individual or a business. Phone, job title, address, website and LinkedIn are all optional.
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Give it a status and an owner
Pick the lead status, and under Assigned To choose who is looking after the deal.
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Record where they came from
Fill in the Source, such as Website, Referral or Event, and add Tags separated by commas. Later you can filter your leads by source to see where your best ones come from.
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Create the lead
Select Create. The lead appears in your list, where you can filter by status, owner and source.
Let leads add themselves. Switch on Create lead when form is submitted on a form (Forms is on Professional and Enterprise), or Add new people as leads on your booking page, and new enquiries arrive in Leads without anyone typing them in.
Work the deal
Open a lead to see everything about it in one place. As the deal moves on:
- Change its status by editing the lead, for example from Contacted to Proposal once you have sent a quote.
- Add notes after every call or meeting, so whoever picks it up next knows the story.
- Send a message to the lead straight from their record.
- Invite them to book a time on your booking page, linked to their record.
Win the deal
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Convert the lead
On the lead, select Convert to Customer and confirm. It becomes an active customer with all its details and notes kept.
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Raise the first order
Add what they are buying under Interested Products and select Create Order, or create an order from Orders. From the order you can raise the invoice.
Mark leads that do not go ahead as Lost rather than deleting them, so your history shows how many deals you win.
Keep track of orders
Orders have their own statuses. Open Orders and switch to the board view to see every order by status, or to the report view for revenue, average order value and your top customers.
Next, create and send an invoice. For more on the sales tools, see Sales and CRM.