Your CRM helps you visualize and manage your sales pipeline. You can track leads as they progress through various stages, such as:
- New Lead: Leads received from FinanceVine are automatically added to your CRM if integrated with us.
- Contacted: Track your outreach efforts and record the outcomes of your initial contact.
- Consultation Scheduled: Manage scheduled consultations and send automated reminders.
- Application Submitted: Monitor the status of submitted applications.
- Closed Won/Lost: Track successful conversions and analyze reasons for lost opportunities.
By visualizing your pipeline, you can identify bottlenecks, prioritize follow-ups, and optimize your sales process.