Lead Tracking and Overview of Sales Pipeline

hello friends!

I need some general tips and help on tracking leads inside my Infusionsoft account. From “more information” optins on our website, to our sales calls, to signing the dotted line… I want to be able to see a 30,000 foot view of where they are in the sales pipeline.

I’ve been looking for YouTube videos, but no luck. If anyone can point me in some sort of direction I would very much appreciate it! :slight_smile:

Hi Sasha,

So, there are a few different moving pieces in this equation. Here are a few resources for you:

LeadSource Tracking

Simplifying LeadSources through ONE Opt In

Measuring ROI

Opportunities and Sales Pipeline 101