Lead Pipeline Mastery

Source, qualify, and move leads through the pipeline to close

65%

Complete

Watch: Pipeline Navigation & Lead Management

12:15 min

The Sales Pipeline

📥

New

Leads just imported

✅

Qualified

Meets criteria

📞

Contacted

Had first call

📊

Demo

Showed solution

📄

Proposal

Sent proposal

🏆

Won

Deal closed

Lead Sources

Google Business Profiles
200+/month
High
Website Crawl
150+/month
Medium-High
Directory Imports
100+/month
Medium
Manual Research
50+/month
High

How to Import Leads

  1. 1. Click "Import Leads" in your dashboard
  2. 2. Select source (Google, Directory, etc)
  3. 3. Set location and industry filters
  4. 4. Review automatic qualification
  5. 5. Start making calls

Practice: Qualify These Leads

Mike's HVAC Service

Revenue: $450K/year
Website: Built 2005, no SEO
Reputation: 3.2 stars, 12 reviews

Should you contact this lead?

TechStartup Inc

Revenue: $2M/year
Website: Modern site, good SEO
Reputation: 4.8 stars, 200+ reviews

Should you contact this lead?