AppWT CRM

Topic: Leads and pipeline

Work your leads: lists, filters and the pipeline

Find the right leads fast with smart lists and filters, then move deals through your pipeline.

Video, 1 minute 19 seconds · 7 steps

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to read the Leads list
  • How smart lists and filters work
  • How to log a follow-up
  • How to move a deal in the pipeline
  • How to archive a lead

Step by step

  1. Step 1: The Leads list

    Open Leads to see every lead, newest first. Each row shows the phone, email, source, stage, owner, and how fast someone answered.

    The Leads list with columns for name, phone, email, source, stage, score, owner, first response and date.
    Step 1 screen, from the demo account.

  2. Step 2: Smart lists

    The buttons at the top are smart lists. Click New and unclaimed to see leads nobody has picked up yet. Each button shows how many leads it holds.

    The smart list buttons with New and unclaimed selected, showing three leads that have no owner yet.
    Step 2 screen, from the demo account.

  3. Step 3: Source and owner

    Use the source buttons to see only phone calls or only website forms. Use the Owner menu to see just your own leads.

    The source buttons with Phone call selected and the Owner menu on the right.
    Step 3 screen, from the demo account.

  4. Step 4: Log a follow-up

    Click a name to open the lead. Log each call, text, or email under Log a follow-up. That stops the response clock.

    A lead page with the Log a follow-up box, a What happened menu, a Details box and a Save button.
    Step 4 screen, from the demo account.

  5. Step 5: The pipeline

    Open Pipeline to see your deals by stage. Each column is a stage, with its total dollar value at the top.

    The Pipeline page with columns for New lead, Contacted, Estimate visit, Quote sent and Won, each with a dollar total.
    Step 5 screen, from the demo account.

  6. Step 6: Move a deal

    To move a deal, drag its card to another column, or pick a new stage from the menu on the card. The change saves right away.

    A deal card for Marcus Hale moved into the Estimate visit column, with its stage menu set to Estimate visit.
    Step 6 screen, from the demo account.

  7. Step 7: Archive a lead

    Done with a lead? Click Archive. It leaves your list, but it is never deleted. You can bring it back from the Archived list.

    The Archive button at the end of a lead row and the note that archived leads can be restored at any time.
    Step 7 screen, from the demo account.

Transcript

In this lesson, you will find the right leads fast with smart lists and filters. Then you will move deals through your pipeline.

Open Leads to see every lead, newest first. Each row shows the phone, email, source, stage, owner, and how fast someone answered.

The buttons at the top are smart lists. Click New and unclaimed to see leads nobody has picked up yet. Each button shows how many leads it holds.

Use the source buttons to see only phone calls or only website forms. Use the Owner menu to see just your own leads.

Click a name to open the lead. Log each call, text, or email under Log a follow-up. That stops the response clock.

Open Pipeline to see your deals by stage. Each column is a stage, with its total dollar value at the top.

To move a deal, drag its card to another column, or pick a new stage from the menu on the card. The change saves right away.

Done with a lead? Click Archive. It leaves your list, but it is never deleted. You can bring it back from the Archived list.

Next, learn how to use your contacts.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.