Get the most out of the CRM: actionable use cases

Make sure no lead is lost between marketing and sales

Situation: inquiries come in from several places and some cool off without anyone handling them.

• What to do: Connect your sources so everything comes into CRM > Prospects without manual entry (see Turn responses into CRM leads (with their origin campaign)).
• Define an assignment rule so each lead arrives with an owner (see From prospect to close: how your CRM works).
• Review the inbox filtering by Active prospects: those are the ones still to work.

Result: every inquiry has an owner and stays visible until someone moves it. Nothing falls through the cracks.

Handle the highest-intent leads first

Situation: many prospects come in and not all of them are worth the same.

• What to do: Enable the AI Score (see Qualify and boost deals with AI (AI Score and AI Coach)).
• In CRM > Prospects, sort by score and go after the Hot ones first.
• Use Convert to deal on the ones that are a real opportunity and leave them in your funnel.

Result: your team puts energy where there's a chance of closing, instead of spreading it evenly across everything that comes in.

Know which campaign brings you customers (not just clicks)

Situation: you invest in ads but don't know which ones close sales.

• What to do: Make sure leads come in with their origin and that the ad accounts are connected.
• When you close each opportunity, mark the deal as won.
• Open CRM > Performance, go into the Attribution tab, and look at the ROAS by channel and campaign (see Attribution: which campaign generated each sale (real ROAS)).

Result: you see the real ROAS per campaign and move budget to what brings closed money.

Nurture those who aren't ready yet

Situation: there are interested prospects who won't buy right now, and they get forgotten.

• What to do: Build a follow-up sequence in CRM > Sequences (see Automate follow-up: Sequences and booking pages).
• Add those prospects to the sequence.
• Let it run on its own and stop when the contact replies.

Result: warm leads get constant follow-up without taking up your team's time, and they come back when they're ready.