Follow your leads

What the video says

Filmed on the real software, with sample data. The screens are in French.

Here's your prospect pipeline: one column per stage, from New to Signed. At the top of each column: the number of leads, the budget at stake and overdue follow-ups. On each card: source, budget, temperature and assigned advisor. One click opens the List view: one row per lead, with its stage and due date.

Search finds a lead by name, subject or budget. Click a card to open the lead: its progress, and its actions. You choose the assigned advisor, and you keep your internal notes. When the prospect signs, this button creates the reservation. To add a prospect, click New Lead.

Enter their contact details: name, phone and email. Then the source, the type of request, and what they are asking for. Confirm: their file opens, with the next recommended action. The lead also lands in the New column.