After creation the lead appears in the “Kanban of Leads (Канбан лидов)” section at the selected stage. All changes are saved in the Lead history (История) and help track the progress of work with the client. Below are the main actions that can be performed in the card.
Change of stage
Drag the card to another column or select a new stage in the card.
After the change:
- the card moves to the new column,
- a record is fixed in the “History (История)”,
- the funnel analytics (Воронка продаж) are updated.
Assigning a responsible person
In the card select
an employee in the “Responsible” field.
After saving:
- the deal (сделка) is assigned to the employee,
- it is included in their reports.
Adding comments
Creating tasks
Closing the deal
If the decision is positive, move the lead to the final stage, for example “Contract processing”.
If declined — to a stage like “Deal failed”.
The final stage completes the deal (сделка) and affects sales statistics.
Online booking
The “Online booking” tab is used to book the client for a trial Class (Занятие) directly from the card.
After opening the tab a request creation form appears. You must fill in the following fields:
- Lead name — the name of the client for whom the booking is created.
- Class (Занятие) — the direction or group for which the trial Class (Занятие) is planned.
- Trial date — the date of the Class (Занятие).
- Time — the start time of the Class (Занятие).
- Comment — additional information for employees (if necessary).
To save the online booking you must click the “Create request” button. The request will be added to the system and saved in the client’s history.
Important to note
- Any actions in the Lead card (stage changes, comments, tasks, online booking) are recorded in the “History (История)”, so the entire process of working with the client can be tracked there.
- Changing the stage affects the funnel analytics (Воронка продаж), therefore the stage should reflect the real status of communication with the lead.
- Tasks created in the Lead card automatically appear in the “Tasks” section and remain linked to that deal (сделка).