Clients
Who you work for, what stage they are at, and where they came from.
Stages
A client sits at one of five stages: lead, prospect, active, dormant or former. The board view lets you drag between them.
This is the sales pipeline. It lives here rather than in Marketing because a person should exist in one place, and marketing is about how work gets found rather than what happens after somebody puts their hand up.
Where they came from
At the bottom of the client form there is an optional question about which channel or campaign brought them. It is the only thing the Marketing Results tab is built from — there is no tracking of any kind, so if you do not answer it, nothing can be attributed.
It takes two seconds when you add somebody and is almost impossible to reconstruct a year later.
Something here wrong or missing? Tell us and it gets fixed.
support@solo-work.online