Blog

One pipeline for every place a lead comes from

Sources multiply faster than inboxes

A growing company does not get leads from one door. They arrive from Facebook, Google Ads, Instagram, WhatsApp, YouTube, Justdial, Sulekha, and the phone on the front desk. Each channel has its own login. None of them shows the full week.

A pipeline is the shared list those channels feed. The source stays on the record, so you can still see which door worked. The work of calling, noting, and following up happens in one place.

Keep the source, lose the separate lists

People sometimes keep a sheet per campaign because they want the numbers. That splits the customer. The same person can appear as a new lead on Instagram after they already spoke to someone from an ad.

Tag the source on a single record instead. You can still count enquiries by channel. You stop calling someone who is already in a conversation with a teammate.

The weekly review gets simpler

When every source lands in the same statuses, the Monday question is small. Which leads have no owner? Which ones have no next date? Which source is bringing people who never get past the first call?

Those answers tell you whether to change the ad or the follow-up. Recordrr is built so the capture and the pipeline are the same system, and the source is part of the record rather than a separate file.

All articles