LEADS
Managing clients before they become a customer
- LeadsThe Leads page in Rotor is designed to help you track, manage, and convert potential customers efficiently.
- PipelinesPipelines are a way to track leads and customers through any process you define — from quote to close, or converting one-time customers into recurring ones. Think of it as a visual board with stages you move people through as they progress. Pipelines are especially useful as your business scales and you're managing lots of leads at once.
- Converting Leads to CustomersWhat happens when a lead becomes a customer: the four ways conversion happens, what data carries over and what doesn't, and when you can convert back.
- Lead Sources and Attribution Every lead in Rotor carries a source. This article covers where leads come from, how to set the source for each channel, how sources differ from tags, and how attribution flows through to reporting.
- Map, Pins & TerritoriesRotor’s Map shows your customers, leads, and door-knocking pins in one place, and lets you draw and assign territories to your team. This guide covers the map on desktop. For the mobile app, see Mobile: Maps.