Track leads and customer inquiries

Once leads are captured, you need to see where each one stands. Tracking leads and inquiries through stages shows you who needs a follow-up and where deals are getting stuck.

Do this

1. Set simple stages: New → Contacted → Quoted → Won/Lost.
2. Move each lead through the stages as things progress.
3. Each day, work the leads that are waiting on you.
4. Review stuck leads weekly and clear them out.

Simple Pipeline Stages

Track every lead through these stages:

1. NEW — just came in, not yet contacted 2. CONTACTED — you've reached out 3. QUOTED — they have a price/proposal 4. WON — they became a customer 🎉 5. LOST — they went elsewhere (note why)

Each morning: anything in NEW gets contacted, anything in QUOTED gets a follow-up. That's the whole habit.