Tracking LeadsUpdated 2 months ago
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.
💡 Quick Answer:
Log in to your One Good Card account, go to Deals, select the lead, click Edit, update deal stage, value, or activity, and click Save. Your changes reflect instantly in your pipeline.
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 Edit to update your deal.
- 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.
- Update leads regularly to keep your pipeline fresh and follow-ups sharp.
- Use deal filters and search to prioritise leads and focus on hot prospects first.