Cetec ERP | Custom Lead Pipelines

Custom Lead Pipelines

  • Lead funnels track the progress of your lead from lead generation to closure and conversion; you may assign the lead to other personnel in the sales department at any step along the lead cycle. 
  • There are five default lead states which your lead will pass through during its entire lifecycle: inactive, pending qualification, development, quoting, and customer. You may customize your own lead stages to model the lead funnel based on your own unique sales process.
  • Pipeline reporting - track lead conversion probabilities, dollar values, and estimated conversion dates for a realistic forecasted pipeline of upcoming sales and respective dates.