How to Track and Update Leads to Improve Your Sales Process?
Leads don’t convert themselves — they need nurturing, follow-ups, and a bit of TLC. With One Good Card, you can easily track where each lead is in your sales process, update their details, and move them through your pipeline.
Whether it’s a hot prospect or a client who needs more time, here’s how to stay on top of it.
Tracking & Updating a Lead
- Log in to your One Good Card account
- Click Deals from the Bottom Menu
- Search for the lead you want to track or update.
- Click on the Deal to view more details.
- Click on Edit to update your deal.
This is where you can:- Change the deal stage
- Edit deal value, deal activity etc.
- Click Save to update, the lead’s new status will reflect instantly in your pipeline.
💡 Pro Tip: Use the “Notes” section to jot down quick updates like “Left a voicemail” or “Waiting for proposal approval” — so you always know what’s next.
Updating leads regularly keeps your pipeline fresh and your follow-ups sharp. One Good Card CRM is your simple but powerful tool to make sure no opportunity slips through the cracks.
