CRM
Managing leads & pipeline
Add leads, move them through pipeline stages, and track conversion rates.
4 min read
The MSME Link CRM gives you a Kanban-style pipeline view of every lead in your sales process. Drag leads between stages, assign them to reps, and log activities against each one.
- 1Go to CRM → Pipeline.
- 2Click Add Lead to create a new lead. Enter the contact name, company, estimated value, and source.
- 3Drag the lead card to the appropriate pipeline stage.
- 4Log calls, emails, and meetings using the Activity button on each lead.
- 5When a lead is won, click Convert to create a customer record and optionally a quotation.
Use CRM → Dashboard to see conversion rates, average deal size, and pipeline value at a glance across all your reps.