Khanal Group

K-CRM

Manage leads, convert them and move deals

A lead is an enquiry. When it is real, convert it into a company, a contact and a deal. Deals then move through your pipeline stages until you mark them won or lost.

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What you need

  • The Sales executive, Sales manager or Organisation admin role
  • At least one open pipeline stage (user menu → Stages & products)
  • For an import: a CSV file made from the K-CRM template

Import leads from a CSV file

  1. Open Sell → Leads and click Import CSV.
  2. Click Download the template and fill it in.
  3. Choose the file. Tick Only check the file, import nothing to test it first.
  4. Click Import.
  5. Fix the rows listed with a problem and import those rows again.

Work a lead

  1. Open the lead from Leads.
  2. Log your call or visit under Add activity. The status becomes Contacted by itself.
  3. Under Status and owner, choose Qualified or Not a fit (type the reason), then click Set status.
  4. Under Convert to a deal, check the Deal name and Value.
  5. Click Convert. K-CRM makes the company, the contact and a deal in the first stage.

Move a deal through the pipeline

  1. Open Sell → Pipeline. Each stage is a column.
  2. Click the ◀ or ▶ button on a deal to move it to the previous or next stage.
  3. Open the deal and add lines under Products and services with Add line. The deal value follows the lines (before GST).
  4. When it is decided, type the reason and click Mark won or Mark lost.
  5. To change a closed deal, click Reopen the deal.

Good to know

  • Every lead has a score from 0 to 100, with the reason for each point.
  • A sales manager can merge a duplicate lead with Merge this one into it. Activities and files move over.
  • Deals shows the pipeline as a list. Numbers → Forecast shows open deals by expected close month, weighted by probability.
  • Sell → Needs attention lists overdue follow-ups, uncalled and unassigned leads, and deals with no next step.

Common errors

"Add an open pipeline stage first (Stages & products)."

Open the user menu → Stages & products and click Add stage, then convert again.

"Only an open lead can be converted."

The lead is already converted, merged or marked Not a fit. Set it back to Qualified first, or open the deal it became.

"Reopen the deal to change it."

A won or lost deal is closed. Click Reopen the deal on its page first.

"The file is larger than 5 MB. Split it into parts."

Save the rows in two or more CSV files and import each one.

"Your plan allows 200 leads. Ask for a bigger plan on the Billing page to add more."

Your plan's lead limit is reached. Request a bigger plan on Plan & billing. See Plans and limits.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.