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Sales pipeline management
How do I use Salesflare in the lead-to-deal workflow?
How do I use Salesflare in the lead-to-deal workflow?
How can I convert my leads to deals with Salesflare?
Jeroen Corthout avatar
Written by Jeroen Corthout
Updated over a week ago

In very short, here's the most common way to go about prospecting:

  1. Create contacts and accounts directly from LinkedIn using Salesflare's LinkedIn sideabar.

  2. Obtain the contact email addresses of these potential clients by using Salesflare's email finder credits upon import.

  3. Send them emails via Salesflare's email workflows feature.

  4. As soon as you receive a reply you'll see it in their account in Salesflare. Creating a new Account in Salesflare can be done quickly from the Salesflare sidebar when opening in Gmail or Outlook, or through the import in step 3.

  5. Create an opportunity and follow it up through the pipeline. Suggested tasks can be helpful for this.

  6. Close them... and celebrate with a glass of champagne (...or coffee).

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