Pipeline in depth: leads
Adding leads and where they come from, the list, board and funnel, moving a lead up the funnel, who owns new leads, and turning a lead into a deal or straight into a quote.
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This video assumes you know what is shown below.
- Language
- English
- Length
- 4:22
- Subtitles
- English
Chapters
- 0:00Where this lives
- 0:20A lead is a contact
- 0:41Add a new lead
- 1:01Put an existing contact on the funnel
- 1:20Where leads come from without you
- 1:34List, board, funnel
- 1:54Move a lead up the funnel
- 2:09Many leads at once
- 2:17Contact a lead
- 2:33Who owns new leads
- 2:47Shape the funnel
- 3:02Turn a lead into a deal
- 3:31Straight to a quote
- 3:45Ask Luma
- 4:14Wrap-up
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Follow along in the product
Open the live demo and make the same clicks with real data already loaded.