The Lead Pipelines feature in Kanban View is a dynamic and visual way to manage your leads in SIX ERP. It allows users to visualize the progression of leads through different stages of the sales process in a card-based view. This manual provides detailed instructions on how to work with Lead Pipelines in Kanban View, ensuring a streamlined approach to managing your sales funnel.
The Kanban Board is divided into lanes (1), each representing a stage in your lead management process (e.g., New, Contacted, Proposal Sent, Closed). Each lead is represented as a card (2) placed in the lane corresponding to its current stage.
Log into SIX ERP: Start by logging into your SIX ERP account using your credentials.
Navigate to the CRM Module: On the left menu bar find the entry "Customers > Leads". Click on "Leads". Next click on "SWITCH TO KAN BAN".
Select a Card: Click and hold on the lead card you wish to move.
Drag the Card: While holding the mouse button, drag the card to its new lane.
Drop the Card: Release the mouse button to drop the card into the selected lane.
Hover Before Dropping: When dragging a card, hover over the target lane for a moment. This ensures the system recognizes the destination before you drop the card.
Scrolling: If your target lane is not visible, drag the card to the edge of the Kanban board window to scroll the view.
Customizing the order of stages for individual sales team members involves dragging and dropping lanes into their preferred sequence. This action is performed from the Lane Header and is pivotal for personalizing the sales approach while maintaining a unified status structure across the team.
Identify the Lane Header: Hover over the name of the stage you wish to move. The cursor will change to a move icon, indicating that the lane can be dragged.
Drag the Lane: Click and hold the Lane Header, then drag it to the desired position on the board. Lanes to the left or right will automatically adjust to make space.
Drop the Lane: Release the mouse button to drop the lane into its new position. The new arrangement will be saved automatically.
Confirm the Layout: Ensure the lane has been moved to the correct position. Repeat the process as necessary to achieve your preferred layout.
Personalized Workflow: Allows each sales team member to arrange stages in a way that best suits their workflow, enhancing productivity and focus.
Maintained Common Structure: Despite individual customization, the underlying structure and statuses remain consistent across the team, ensuring coherence in lead management.
Flexibility: Sales team members can easily adjust their Kanban Board as their sales strategies evolve or as project demands shift.
Consistency in Statuses: While lane positions can vary, the statuses represented should remain consistent across all team members to ensure clear communication and reporting.
Regular Review: Encourage team members to review and adjust their Kanban Board layout regularly to reflect changes in their sales approach or team strategy.
Collaboration: Use the individualized layouts as a discussion point in team meetings to share insights and strategies that may benefit others.
The ability to move lanes via drag and drop on the Lead Pipeline Kanban Board is a powerful feature for customizing the sales management process in SIX ERP. It allows for a personalized approach to lead management while maintaining a standardized structure across the sales team, fostering both individual efficiency and team unity.
Pipeline Stages have to be pre-configured to reflect the companies individual process of moving leads from intial contact to a successful sale. Please think about your analytical way and statuses (stages) you are using to convery leads (potential customers) to customers (paying customers).
Access the setup process for Statuses by navigating to Setup > Leads > Statuses, and follow the instructions to set-up or modify Lead Statuses.
The Lead Pipeline Kanban Board in SIX ERP is a powerful tool for visually managing your sales process. By understanding how to effectively move cards across lanes, you can maintain an organized and efficient pipeline, ensuring that no lead is neglected and every opportunity is maximized.