Lead Management

Visualize your sales pipeline with customizable stages:

• •New — Freshly captured leads
• •Contacted — Initial outreach made
• •Qualified — Leads that meet your criteria
• •Proposal — Proposal sent or demo scheduled
• •Negotiation — Active negotiations
• •Won/Lost — Final outcome tracking

Drag leads between stages to update their status. Each stage shows the total value and count of leads.

Leads can be added to TrackNexus in several ways:

• •Manual Entry — Add leads directly from the dashboard
• •Web Forms — Embed TrackNexus forms on your website
• •Email Integration — Auto-capture leads from incoming emails
• •API Integration — Connect with your existing CRM or marketing tools
• •CSV Import — Bulk import leads from spreadsheets

Automatically prioritize and assign leads:

• •Scoring Rules — Define criteria like company size, engagement level, and source quality
• •Auto-Assignment — Route leads to team members based on territory, expertise, or workload
• •Round Robin — Distribute leads evenly across your team
• •Priority Alerts — Get notified when high-scoring leads come in