In this video, we dive deep into understanding lead pipelines and sales pipelines within Agency Zoom. We'll cover best practices and explain key concepts such as the differences between leads, opportunities, contacts, and customers. By the end of this tutorial, you'll have a clearer understanding of how to manage your leads and optimize your sales processes.
Key Points Covered:
What are leads, opportunities, contacts, and customers?
Best practices for organizing and managing your pipeline
How to effectively use manila folders to categorize information
Step-by-step guide to adding and managing contacts and opportunities
Understanding the process from lead to policy