Does Vareons support a leads pipeline?

The pipeline in CRM follows leads through clear stages with three views: table, kanban board, and calendar. Each lead carries a priority, an owner, comments, and attachments, and leads arrive from storefront popups with instant notification, manual entry, converting contact messages, or import, with interest category, interested items, scheduled follow-ups, and notes. Default stages ship with the system and custom stages can be added to fit your own sales cycle. See the CRM documentation and capturing and following up leads.

Steps to run the pipeline

1. Open the pipeline and pick the right view: table for details, kanban for movement, calendar for appointments.
2. Update each lead stage, priority, and owner continuously.
3. Schedule follow-ups from call, WhatsApp, meeting, or email and document their outcomes.
4. Add custom stages when your cycle outgrows the defaults, and convert the ready ones into full customers.

Custom stages and conversion

Tailored stages make the pipeline mirror your real sales. See creating custom stages, the CRM system, add a customer, and CRM overview.

Measuring pipeline performance

Track weekly the lead count per stage, their dwell time, and conversion between stages: crowding in one stage reveals a follow-up bottleneck worth fixing. Compare owner performance to distribute leads fairly, and celebrate conversions to encourage precise documentation.

• Set a maximum dwell per stage before escalation.
• Review stagnant leads weekly and either reactivate or close them decisively.
• Document loss reasons to learn for better offers and messages.