Lead Pipeline Management

Turn prospects into paying clients! This chapter dives into OneSuite's lead pipeline management features, guiding you through nurturing leads, tracking interactions, and streamlining your sales process. You'll learn how to: Capture leads from various sources and organize them effectively. Leverage tags and categories for efficient lead segmentation. Set reminders and automate tasks to stay on top of lead nurturing. Gain valuable insights into your lead pipeline health with visual representations. Convert qualified leads into projects seamlessly, maximizing your sales potential.