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Lead Deal Flow on AtmosAI.io

Keeping leads, opportunities, and accounts organized to fit your preferences is crucial to ensuring that you effectively organize your book of business. In this article, you will learn how to move a cold lead to a warm contact/opportunity and finally to an account.

How to get started

Step 1- Moving from a cold lead to an opportunity

The process of creating an opportunity from a cold lead is incredibly easy.  Simply open up the “Leads” Page click on the conversation button to the right of your first column in this example to the right of the “Lead” column.As shown in the video above, fill out the information in the opportunities tab and click the “Update” button. This will create an opportunity and will move the cold lead into the “Contacts” section of the CRM. The next step to completing a deal is to go to the opportunities page.  
 

As shown in the video above, fill out the information in the opportunities tab and click the “Update” button. This will create an opportunity and will move the cold lead into the “Contacts” section of the CRM. The next step to completing a deal is to go to the Opportunities page. 

Note: We know that deals come into the pipeline often in different stages.  Under stage in the opportunities tab we have the ability to move that lead to any point in our pipeline. 

Step 2- Opportunities Page

Now that we have created a possible deal for our lead we have to manage this customer to the end of the sales cycle.  Starting with the Main table view seen below, the opportunities page has a very similar feel to the lead page view. 

Step 3 – Moving a sale through your pipeline

You have two options for moving a lead through the sales cycle. First, you can change the stages of the deal, priority level, and pipelines all from the main table view. 

Second, you have the option to use the drag and drop Kanban view as seen below.   In this view, if you change a clients status in the Kanban it will also be reflected in the main table view.  If you drag a contact to the “Won” box at any point in the sales cycle it will create an “Account” for them.

 

Step 3 – Finally Managing your Accounts 

 If you drag a contact to the “Won” box at any point in the sales cycle it will create an “Account” for them.  Once you move over to the Accounts tab you will see all the deals you have won.  This makes creating bulk email, text, and keeping up with any previous notes on that client a simple task.