Increase the efficiency of your sales process by linking follow-up actions with your deal phases. You'll never forget to plan your next task, meeting or call.
In this article, we'll show you how to set follow-up actions and give you some specific time-saving examples.
First, define which follow-up action you want to link to which phase:
Go to Settings > Deals > Deal phases > Actions and click on the pencil next to the deal phase you wish to connect with a follow-up action.
Set the follow-up action to either a task, meeting or call.
Second, trigger the set follow-up action by changing a deal to that phase via either:
The Pipeline view: drag and drop a deal card into the corresponding column.
The deal page: click on the corresponding deal phase in the deal pipeline.
The following image shows the default deal pipeline in Teamleader (New - Contacted - Meeting Planned - Quotation sent - Accepted):
With these follow-up actions, the pipeline can be easily automated and significantly save you some time:
Contacted: link a task follow-up action, so you don't forget to finalise your briefing after this first contact.
Meeting planned: link a meeting follow-up action and immediately schedule the meeting with your customer.
Quotation sent: link a call follow-up action and make sure to follow-up on a potential sale.