Each lead in noCRM has properties that help you follow its progress and organize your sales process: its status, its sales step, its amount and probability, its estimated closing date and more.
This section explains how to use each of these properties.
Which lead properties can you use?
In this section, you'll learn how to:
Manage the status of your leads and set reminders for your next actions.
Move your leads from one sales step to another.
Set the amount and probability of a lead.
Add an estimated closing date to a lead.
Add extra number and percentage fields to your leads.
Mark your important leads with the star.
Attach files to your leads and emails.
Delete one or several leads.
Best practice: Keep the status, amount and estimated closing date of your leads up to date: your pipeline, statistics and forecasts will then reflect your actual business.
Note: You can delete a lead from its Actions menu, or several leads at once with bulk actions. If you don't see the delete option, contact the administrator of your account.