Effectively managing your leads by marking them as "Won" or "Lost" is crucial for maintaining an organized workflow and improving your sales strategies. Marking a lead as "Won" signifies a successful deal, while marking it as "Lost" provides valuable insights into areas for improvement. Follow this detailed guide to learn how to mark leads as "Won" or "Lost" in SalesTown CRM.

Step-by-Step Guide to Mark a Lead as Won or Lost

SalesTown CRM provides two methods to mark a lead as "Won" or "Lost":

  1. Drag-and-Drop Method
  2. Lead Detail View Method

Method 1: Drag-and-Drop Method

 1. Navigate to the Workboard

  • From the Workboard, open the respective Pipeline.  In the Leads section, you can view a list of all your leads.
  • Search for the particular lead, you want to mark as "Won" or "Lost".

 2. Select and Drag the Lead

  • Click and hold the lead, then drag it to the options appearing at the top of the lead panel 
  • Drop the lead into the respective option: "Won" or "Lost".
For "Won" Leads:
  • A form will appear with three non-mandatory fields: "Lead Value",  "Won Value" and "Discount".
  • Here, the Lead Value will be the auto-fetched value entered at the time of creating the Lead.
  • Enter the won value and any applicable discount.
  • Click the Submit button to Won the Lead
For "Lost" Leads:
  • A form will appear with two non-mandatory fields: "Lost Reason" and "Comments".
  • Enter the reason for the loss and any additional comments.
  • Click the Submit button to update the Lost.

Method 2: Lead Detail View Method

1. Navigate to the Workboard

  • From the Workboard, open the respective Pipeline.  In the Leads section, you can view a list of all your leads.
  • Search for the particular lead, you want to mark as "Won" or "Lost".

2. Select the Lead

  • Click on the Lead and a detailed view of the selected lead will appear.
  • In the Lead detail view, locate the "Won" and "Lost" buttons at the top right corner.
  • Click on the respective button.
For "Won" Leads:
  • Again the same form will appear as mentioned above in Method 1. Follow the same steps to Won the Lead.
For "Lost" Leads:
  • Again the same form will appear as mentioned above in Method 1. Follow the same steps to update the Lead as Lost.

 

Benefits of Marking Leads as Won or Lost

  • Won Leads:
    • Boost sales and revenue.
    • Build client trust and satisfaction.
  • Lost Leads:
    • Identify weaknesses in your sales process.
    • Understand reasons for not converting leads.
    • Improve future sales strategies.

Tips for Effective Lead Management

  • Consistent Updates: Regularly update lead statuses to keep your workboard organized.
  • Detailed Notes: Provide detailed reasons and comments for lost leads to improve future strategies.
  • Review and Analyze: Periodically review won and lost leads to identify trends and areas for improvement.

Troubleshooting and Support

  • Missing Options: Ensure you have the necessary permissions to mark leads as "Won" or "Lost". 
  • Data Entry Issues: Double-check that all required fields are completed correctly when marking leads.
  • Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.