Tracking Lead Values and Opportunities in GoggleCRM
When you’re managing your leads in GoggleCRM, it’s not just about knowing who they are and what stage they’re in—it’s also about understanding their potential value.
By assigning a monetary figure to each lead, you can quickly see how much business might be coming your way and prioritize your efforts accordingly.
Where to Find Lead Details
Start by opening a lead’s profile. Here, you’ll find all the key details—contact information, any tasks you’ve assigned, the workflow they’re in, and a record of when they were added to your system. This is where you can keep tabs on their company name, job role, and other important background info.
Adding a Value to a Lead
If you’ve had a conversation with a prospect and you know their budget or you’ve given them a quote, you can add that value right into their profile. For example, if your prospect mentions a £10,000 budget, simply type that amount into the “Value” field and hit “Save.”
Why Assigning a Value Matters
By putting a number on each opportunity, you create a clearer picture of your potential future revenue. Instead of just seeing a list of leads, you can see how much each lead is potentially worth. This helps you:
Prioritize Your Follow-Ups: Focus on leads with higher values to make the most of your time.
Track Your Progress: Keep an eye on the total estimated value of all your leads combined.
Stay Motivated: Seeing the potential revenue can give you a boost to keep nurturing those opportunities.
Making the Most of Your Dashboard
After you assign values to leads, head back to your dashboard. You’ll be able to scan through your pipeline and spot the leads that come with a sizable opportunity. Each day, you can log in and instantly know where you stand, what’s on the table, and which leads might deserve a little extra attention.
In Short:
When a lead gives you a sense of their budget or you’ve quoted a price, don’t miss the chance to add that figure to their profile. It turns your lead list into a truly valuable snapshot of your current and future opportunities, helping you make smarter decisions and close more deals in GoggleCRM.