Your first 10 minutes in sales

With CRM accessCRM access Permission to open Leads, Contacts, Companies and the Deals board. Owners and Company admins always have it; other people get it through their department, a personal grant, or access to a messaging channel. you see Contacts, Companies, Leads and Deals in the left rail. Here is the daily loop in four steps.

#1. Check your leads

Open Leads. New enquiries from WhatsApp, Instagram, Facebook, email, web forms and imports land here.

• Leads without an owner show Take it. Select it to make the lead yours.
• A red No reply badge means nobody has answered within the time your company set. Reply first.

More in Work a lead.

#2. Reply and qualify

Open a lead to see its details. Reply from its chat or email, or log a call, and fill in what you learn: company, job title, phone, notes.

#3. Convert it to a deal

When the lead is a real opportunity, choose a pipeline under Decision and select Convert to deal. Dromix creates the deal, links the contact and opens it. See Convert a lead to a deal.

Not a fit? Hold parks the lead; Not a lead… dismisses it but keeps the history.

#4. Keep the deal moving

• On the Deals board, drag the deal to the next stage as it progresses: Move a deal through the pipeline.
• Log calls, meetings and notes on the deal so the team sees what happened: Log calls, meetings and notes.
• Add a colleague as an observerObserver A colleague added to a deal to follow it. Observers read all its messages, emails and meeting notes and can add notes, but cannot edit or move it. when they should follow along: Deal owner and observers.