The SiteZeus Lead Board is a visual tool that helps teams track leads' progress through each phase of the timeline, automatically moving lead cards between columns to indicate their status.
One of the advantages of using the Lead Board to track lead statuses is that it is easy to see the overall status of the sales pipeline at a glance. By looking at the board, team members can quickly see how many leads are in each phase of the timeline, and identify any bottlenecks or issues that need to be addressed. This can help teams stay on top of their sales targets and ensure that leads are being properly nurtured throughout the sales process.
Another advantage of the SiteZeus Lead Board is that it is a flexible tool that can be customized to meet the needs of different sales representatives. Teams can add or remove information on the individual lead cards as needed that will be specific to their login and not impact any other users views.
To customize the information on the individual Lead Cards, click the 'Customize button' in the far right corner of the board. In the popup window that appears, select the fields you would like to see, or deselect the fields you would like to hide. Click 'Update' at the bottom to save your changes.
In conclusion, the Lead Board is a powerful tool for tracking your SiteZeus Pipeline. By visualizing each phase in this way, teams can stay on top of their sales targets and ensure that leads are being properly nurtured throughout the sales process. Whether you are just starting your franchise or part of a massive sales team, the Lead Board can help you improve your sales process and close more deals.
For questions about the Lead Board functionality, contact your SiteZeus Support Specialist using the in-app chat.