The "To Schedule" status in the Lead Pipeline is for leads that have already been contacted and are waiting for an estimate meeting to be scheduled. From there, it's easy to schedule an estimate for your project lead.
To Schedule an estimate meeting from the "To Schedule" phase in the sales pipeline:
- Enter the Lead Pipeline
- Select the "To Schedule" status from the top of the Lead Pipeline to view all leads in this status
- Select the "Next Action" button
- Press "Schedule Estimate Meeting" from the dropdown menu
It will bring up a new Estimate Meeting task. You can change the name, add notes for the estimator to view later, and, of course, schedule the estimate meeting by clicking the corresponding button.
You will then be able to pick who will be performing this meeting. You will also need to select the date and time the meeting will be occurring.
The estimate meeting task has been scheduled! Once you are done, you can find the lead that has now moved to the "To Estimate" status by pressing that status at the top of the page.
To learn about the next status, follow this link: What is the "To Estimate" status in the Lead Pipeline?
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