Britixo Leads & Sales Pipeline Tutorial | Complete Module Walkthrough

Manage leads and your sales pipeline in Britixo with a complete walkthrough recorded in the live application. Follow real cursor movement, clicks and typing through stages, sources, ownership, notes, files, reminders, follow-up, qualification, duplicate review, Kanban, import, bulk actions, web-form capture, customer conversion and reporting. Private mailbox setup requirements are explained without claiming a connected account. MODULE HELP CENTRE https://britixo.com/help-centre/category/leads-pipeline/ FEATURE GUIDES https://britixo.com/help-centre/create-a-lead-manually/ https://britixo.com/help-centre/use-the-leads-list-view/ https://britixo.com/help-centre/use-the-leads-kanban-pipeline/ https://britixo.com/help-centre/configure-lead-statuses/ https://britixo.com/help-centre/configure-lead-sources/ https://britixo.com/help-centre/assign-and-reassign-leads/ https://britixo.com/help-centre/add-lead-notes-activities-and-attachments/ https://britixo.com/help-centre/mark-leads-as-lost-or-junk/ https://britixo.com/help-centre/convert-a-lead-to-a-customer/ https://britixo.com/help-centre/create-a-web-to-lead-form/ https://britixo.com/help-centre/configure-lead-email-integration/ https://britixo.com/help-centre/import-selected-companies-to-leads/ https://britixo.com/help-centre/sales-crm-deals-overview/ CHAPTERS 00:00 Leads and sales pipeline 00:29 Configure the enquiry stage 01:08 Configure the qualified stage 01:47 Configure lead sources 02:16 Create and assign a prospect 04:34 Edit lead details and responsibility 05:10 Notes and activity history 05:42 Schedule a lead reminder 06:29 Upload and retrieve a lead attachment 06:55 Schedule and complete the next action 07:24 Verify and complete the next action 07:53 Record qualification checks 08:37 Review possible duplicate leads 09:08 Move a lead through the Kanban pipeline 09:40 Search, filter and export leads 11:02 Manage lost and junk status 11:39 Download the current lead import template 12:08 Simulate the lead import 12:41 Import and verify a training lead 13:05 Delete only the extra training lead 13:34 Verify the deletion and preserved enquiry 13:59 Configure a web-to-lead form 15:53 Build and save the enquiry fields 16:42 Review field settings and integration code 17:42 Test the visitor enquiry journey 18:49 Verify the automatically captured lead 19:19 Review private mailbox integration setup 20:25 Apply a controlled bulk update 20:53 Review connected lead records 21:22 Review customer conversion and private setup 21:53 Save and verify the converted customer 22:20 Review lead reporting 23:09 Continue with the module help centre This recording uses a disposable demonstration workspace and fictional training data. Credentials are completed privately. Connected services require your own authorised setup; available actions depend on your workspace and role. #Britixo #LeadManagement #SalesPipeline #CRMTutorial #SalesAutomation #CRMSoftware #CRM