Streamline your CRM deal management in IS standard documents with airSlate SignNow

How to create outlook signature

hello and welcome to our tutorial on using the lead management features in unitasker Pro whether you're a small startup or a large Enterprise our system is designed to help you manage your leads and boost your sales let's get started first let's look at how to add a new lead click on the add leads option in your dashboard here you'll need to fill out some information about your new lead start with a proper salutation and the lead's full name next input their email address and identify the Le lead Source like a website or social media also choose a category for the lead hot cold or warm to help with segmentation and assign an [Music] agent moving on enter the company details this includes the company name website and contact information once all the information is entered review it for accuracy then click submit to add your lead to the system with uni Pro you can also Import and Export lead information now click on the lead form it is straightforward and ensures all applicable details are captured and easily accessible and you will be able to see preview [Music] too use the start and end date filters to view leads in a specific time frame or utilize the search bar to quickly find specific leads or details [Music] our comprehensive filtering system lets you narrow down leads based on various criteria like Source status and more streamlining your lead management [Music] process now let's switch to the deals section here in the deals dashboard you can manage your sales opportunities click on ADD deal to start a new entry [Music] fill out the necessary deal information such as deal name Pipeline and the expected close date assign a digital agent to manage the [Music] deal similar to leads you can Import and Export deal data for further analysis [Music] you can also toggle between the table and combon Views to see your deals in different formats making it easier to track their progress through the sales [Music] pipeline next let's customize how we manage these leads for even better efficiency go to the bottom of the sidebar and click on settings from there navigate to lead settings here you can add a new lead Source by clicking on on add new lead Source it's easy to also edit existing ones next click on Pipeline to create a new pipeline simply click add pipeline Additionally you can add stages to each pipeline by clicking add new deal stages this helps in tracking the progress of the deal accurately now let's assign a lead agent click on new lead agent and select an employee from the drop- down menu to manage this lead finally under lead category click on ADD lead category to introduce new categories you can edit or delete these as needed to best fit your sales strategy thank you for joining us don't forget to check out our other tutorials to make the most of unitasker pro