Follow up with potential clients

Use Opportunities to follow work before someone becomes an active client.

Track an opportunity

1. Open Opportunities.
2. Search for the person or business before adding a new record.
3. Open or create an opportunity and complete the details shown.
4. Keep the stage and responsible person up to date.
5. Add a follow-up task when there is a next action.

When the business becomes a client

Use the promotion action for the lead. Review its existing details and any required client setup. Check the resulting client file rather than adding the same business again.

Keep the team informed

Record the next step clearly: for example, “Call Maya about the signed agreement on Tuesday.” A stage alone does not tell a colleague what needs doing.

Related: Tasks and client files.