CRM Overview

CRM Overview

The CRM (Customer Relationship Management) module helps you manage leads after they've responded to your outreach.

CRM Stages

Leads in CRM can have these statuses:

1. Contacted - Initial contact made
2. Replied - They responded
3. No Response - No reply yet (for follow-up)
4. Contact Later - Scheduled for future follow-up
5. Meeting - Meeting scheduled or held
6. Proposal - Proposal sent
7. Won - Deal closed successfully
8. Lost - Deal lost

Moving Leads from Pipeline

Leads come to CRM from the BD Pipeline:

1. In BD Pipeline, click Move to CRM on a lead
2. Select the initial CRM status
3. The lead appears in your CRM

Updating Lead Status

1. Find the lead in CRM
2. Use the status dropdown to change status
3. Status updates are saved automatically

Follow-up Tracking

• Set follow-up dates for each lead
• Overdue follow-ups are highlighted in red
• Dashboard shows leads needing follow-up

Moving Leads Back to Pipeline

If a CRM lead goes cold:

1. Find the lead in CRM
2. Click Move to Pipeline
3. The lead returns to BD Pipeline for re-prospecting

Tips for CRM Success

• Update statuses promptly - Keep data current
• Set follow-up dates - Never let leads go cold
• Add notes - Document all interactions
• Review weekly - Check for stale leads