Lead pipelines and conversion tracking

Modeve ERP helps you manage leads systematically through pipelines and track how they convert into clients and projects.

1. Understanding Lead Pipelines

A pipeline is a visual sales process that shows where each lead is in the journey from initial contact to becoming a paying client.

Common default stages include:

• New Lead

• Contacted

• Needs Assessment / Proposal Sent

• Negotiation

• Contract Signed

• Converted to Client

• Project Started

• Lost / Closed

2. Working with the Pipeline

1. Go to Leads or CRM in the left sidebar.

2. Switch to Kanban or Pipeline View.

3. You will see columns representing each stage.

Actions in Pipeline:

• Drag and drop leads between stages to update their status.

• Click on a lead card to open full details.

• Add notes or schedule follow-ups directly from the card.

3. Creating and Customizing Pipelines

Administrators can:

• Create multiple pipelines (e.g., Franchise Sales Pipeline, Corporate Client Pipeline, General Enquiry Pipeline).

• Add, remove, or rename stages.

• Set probability percentages for each stage.

Regular users can use the pipelines created by admins.

4. Conversion Tracking

Modeve automatically tracks key metrics:

• Conversion Rate — Percentage of leads that become clients.

• Average Time per Stage — How long leads stay in each stage.

• Win/Loss Reasons — Record why leads were won or lost.

• Pipeline Value — Total estimated value of leads in each stage.

These insights are available in Reports → CRM Reports or Sales Dashboard.

5. Best Practices for Franchising Businesses

• Create a dedicated Franchise Enquiry Pipeline.

• Move leads quickly through early stages with timely follow-ups.

• Use tags like “High Potential”, “Tai Po Area”, “Group Enquiry”.

• Regularly clean the pipeline by archiving old or unresponsive leads.

• Review conversion reports monthly to improve your sales process.

6. Quick Actions on Leads

• Send proposal or contract from the lead profile.

• Convert lead to client with one click (when ready).

• Assign leads to specific sales or operations team members.

Tip: A well-managed pipeline significantly increases your success rate in converting enquiries into new franchised learning centres or clients.

Need Help?
Contact your company Modeve administrator to customize pipeline stages for your specific business needs.