When managing your leads, you need them in pipelines to understand where you're at in your sales process, and an amount associated with the sale. You also need to have an idea of when you're going to close the deal.
Add an estimated closing date to your leads to get a clear forecast of your sales.
Follow these steps:
Open the lead.
Click the Estimated closing date button, next to the Set amount button.
Choose the estimated closing date.
You can also fill in the Estimated closing date field when you create a lead with + New lead.
As an admin, you can make sure all leads have an estimated closing date, so you get relevant data in your pipeline and statistics. Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Account management > Preferences.
Check When creating a lead, pre-fill the estimated closing date according to the account's average duration to close leads.
From the pipeline view, you can also display your leads by estimated closing date: on the Leads page, click Closing dates pipeline.
You can choose to view them by week, month or quarter. 6 sections are displayed:
4 weeks, months or quarters.
2 extra sections for leads without an estimated closing date or with a closing date in the past.
To change the estimated closing date of a lead, drag and drop it from one week, month or quarter to another.
Once you've set the estimated closing date, it's taken into account in the Forecast report of your statistics, so you have an idea of how much money you will be making in the future.
