Small Business Sales Lead Tracking
Track sales leads for your small business when you create sales notes for potential clients.
How to track sales leads
-
Talk to a lead?
Make a note
-
Get client approval?
Make a note
-
Send a proposal?
Auto-note
-
Send an invoice?
Auto-note
In the Less Accounting software, sales leads and contacts are treated as the same thing. You can manually create a sales note for each contact to track your communication from proposal to payment.
When you send
business proposals,
online invoices
or log payments, those are automatically recorded as a sales note.
3 Important Sales Lead Tracking Tips:
- Track sales leads to the source of how they found you, this helps refine your marketing strategy.
- Use sales notes to record important information about your leads like competitors they've spoken to, important project goals or their favorite Star Trek captain!
- Keep in touch with sales leads so you remain on their radar for future projects and to get word-of-mouth referrals from their network.