Streamline Your Sales Lead Pipeline for Engineering

How to create outlook signature

hey there in this short video we'll work a lead through your sales pipeline together so that you can see exactly how to move your deals towards a close in that shop let's dive in your sales pipeline is made up of stages which are the milestones that you need to move your lead through to work it towards of clothes those of you who are pro users will also see things like guidance stage goals and the tasks you need to complete to meet those goals you'll also see these tasks on your dashboard cast lists tasks help you get towards your goal but they will not advance the lead once completed until that final goal has been met here we need to add a person with a name email and phone number to advance the lead and the moment we add Virginia will see that our lead moves into the qualify stage because we met those goals in prospecting if you don't have stage goals set up you might still see guidance but you can complete all of the tasks for that stage to automatically advance the lead forward you can skip on necessary tasks too if you see a goal like laga demo logging that activity directly on the lead page will meet that goal for you and move your lead forward the contract stage might look familiar to those of you who are not nutshell pro users because nutshell starter users do not have stage guidance tools or tasks but if you're curious about this reach out to my team we'd love to chat with you if you don't have any tasks or goals you can advance the leap forward by clicking into the next stage once you finished moving your lead through your pipeline change the status to reflect the outcome of your lead marking it either won or lost depending on how things went here once you change the status of your lead you'll see that reflected in your reports and nutshell and you can get back to work on the leads that are still open thanks for watching and happy nutshell