DEALERSIP User Manual


Contents

Lead Distribution

DEALERSIP User Manual/CRM

The lead distribution pie chart provides a visual representation of how leads are dispersed across various pipelines. This chart is valuable for understanding the movement and management of leads.

For instance:

  • A high number of leads in the "New" stage suggests that leads are accumulating but not being addressed promptly. If leads in the "New" stage are not moved out quickly, they may become stale. For example, the salesperson who created the lead might forget key details, making follow-up less effective.
  • An excess of leads categorized as "junk" or being frequently archived indicates potential issues with the lead collection system, necessitating improvements.