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The Lead Pipeline Process

This is the Lead Pipeline Process within Tamarac CRM: 

  1. Create the lead and add as much information as you have.This is important because, once you qualify the Lead, information from the Lead will be carried over to the Account and Contact records created. This will save time since most fields will already have populated data.

  2. Schedule the Initial meeting and create an appointment.Schedule the initial meeting with the client and create an appointment in CRM. Save the appointment first and then add the process type of Initial Meeting. The Lead Pipeline workflow is triggered to update the Lead Stage to Contacted.

  3. Mark the initial meeting appointment as complete.Mark the Initial Meeting Appointment as complete when it’s over and all notes have been entered into the description box. The Lead Pipeline Workflow will wait until the appointment is completed to update Initial Meeting date on the Lead and update Lead Stage to Discovery. Last Appointment and Last Contacted are also updated when the Appointment is completed. You can schedule as many discover meetings as you need.

  4. Schedule the Proposal Meeting.When you schedule the Proposal Meeting, save the appointment first and then add the process type of Proposal Meeting. The Lead Pipeline Workflow is triggered to update the Lead Stage to Proposal.

  5. Mark the proposal meeting as complete.Mark the Proposal Presented appointment as complete when it’s over and all notes have been entered into the description box. The Lead Pipeline Workflow will wait until the appointment is completed to update the Proposal Meeting date on the Lead. Last Appointment and Last Contacted are also updated when the Appointment is completed.

  6. Qualify the lead.When the Lead/Prospect signs an agreement, you can click Qualify on the lead which will trigger the New Client Onboarding Workflow.

For more information on automated process, see Automated Business Processes for Tamarac CRM.