Skip to content
Solar At Scale - Solar Closer Mastery
  • Pages
    • 1. Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • icon picker
            Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Fields & Activities
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • Automatic Diallers
          • Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
    • 2. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
      • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid -Connection Rules
    • 3. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • The Myth of Price and Money
      • Convincing vs Persuading
    • 4. Strategy Session
      • Mindset of Closing
      • Product Training
        • Solar system size limits explained by state | Solar Choice
        • Consumption Monitoring
        • Switchboards
        • Solar Panel Brands
        • Solar Inverters
      • opensolar
        How to sell on OpenSolar
        • How to create the proposal & process finance
        • Proposal Request
        • Extra Charges
      • Financing Solar
        • Plenti
        • Humm
      • The Importance of Structure
        • The Intro
        • The Problem
        • The Solution
        • Future Pacing
        • Cost of Inaction
        • The Presentation
        • Gaining Commitment
      • Processing The Sale
      • RECORDINGS
        • LIVE EXAMPLE
    • 5. Handling Objections
      • Logistical vs Fear-based Objections
      • Partner Objection
      • Money Objection
      • "Think About It" Objection
      • Negotiation
    • 6. Completing the Sale
      • Applying for Rebates (VIC)
        • Solar Victoria Rebate
          • Solar Panel (PV) Rebate
          • Solar for Renters Rebate
          • Solar Battery Loans
          • Hot Water Rebate
            • Approved Products
    • Untitled page
Solar At Scale - Solar Closer Mastery
/
/
Statuses & Pipelines
Share
Explore

Lead Statuses and Pipelines in Close CRM: Streamlining Your Sales Process from Start to Finish

Overview

Managing leads effectively is crucial for any sales-driven organisation. Close CRM offers a dynamic system of Lead Statuses and Pipelines that provides your team with a clear roadmap of where each lead is in the sales cycle.
These features enable you to categorise, prioritise, and track lead interactions, making your sales process more efficient and targeted.

Lead Statuses

Customisable Statuses - Tailor the lead statuses to suit specific sales processes.
Bulk Updates - Update the status of multiple leads at once to ensure your CRM data remains up-to-date.
Status-Based Actions - Trigger specific activities, such as automated emails or task assignments, based on changes in lead status.
Reporting and Analytics - Easily generate reports segmented by lead status, helping you identify bottlenecks, conversion rates, and other key performance indicators.

Pipelines

Multiple Pipelines - Create multiple pipelines for different products, markets, or departments, ensuring a tailored approach for various sales scenarios.
Drag-and-Drop Interface - Move leads through the pipeline stages with a simple, intuitive drag-and-drop interface, making it easy to visualise progress.
Stage-Specific Actions - Set automated tasks or reminders when a lead moves to a new stage in the pipeline, ensuring timely and appropriate actions are taken.
Pipeline Metrics - Get real-time insights into the health of your pipelines, including win rates, deal values, and stage durations, for better decision-making.

Benefits of Using Lead Statuses and Pipelines in Close CRM

Improved Organisation - Clearly defined statuses and pipeline stages keep your sales team aligned and organised, eliminating confusion and overlap.
Enhanced Visibility - Easily identify which leads need immediate attention, and which are progressing well, allowing for more effective resource allocation.
Data-Driven Strategy - Robust analytics give you a deep understanding of how leads move through your sales funnel, enabling continuous improvement of your sales process.
Increased Productivity - Automate routine tasks based on status and pipeline stage changes, freeing up your sales team to focus on closing deals and building customer relationships.

Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.