A beginner-friendly guide to lead management: sources, stages, follow-ups, and simple reporting.
If you are new to lead management, keep it simple. Your goal is to turn inquiries into scheduled next steps. This guide explains the basics in a beginner-friendly way.
What is a lead?
A lead is a person or business that might buy from you. Leads usually come from WhatsApp, calls, Instagram, referrals, and your website.
The 5 essentials
- Capture name + phone
- Track the source
- Assign an owner
- Use a simple stage
- Set next follow-up date
How to build a habit
After every interaction, update status and follow-up. If you do just these two actions consistently, your conversions improve.
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