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Set Up Your Sales Process

Goal: Configure all the building blocks your agents need before they can work leads — sources, pools, stages, tags, and call tags. Who does this: Sales Manager Admin / Owner Before you start: You need access to Leads → Admin Settings. Some steps (e.g., deposit/withdrawal type configuration) require TR Settings access, which is typically an admin-level permission.

Steps​

Do these in order — pools reference sources, and agents depend on all of these being in place before leads arrive.

  1. Sales Manager Create Lead Sources. A Lead Source records where each lead originated (e.g., "Website Form", "Trade Show", "Referral"). Go to Leads → Admin Settings → Lead Sources and click + Create. Enter a name and optional description. Repeat for each channel you use. See Lead Sources.

  2. Sales Manager Create Lead Pools. Pools group leads so the right team works the right leads. Go to Leads → Admin Settings → Lead Pool and click + Create. Enter a name, description, and assign the users or teams who should receive leads from this pool. See Lead Pools.

  3. Sales Manager Define Lead Stages. Stages represent the steps in your sales pipeline (e.g., New, Contacted, Interested, Deposited, Closed). Go to Leads → Admin Settings → Lead Stages and click + Create. Set the name and the numeric Order that determines how stages appear in the pipeline view. See Lead Stages.

  4. Sales Manager Create Lead Tags. Tags let agents categorize leads quickly (e.g., High Value, No Answer, Wrong Number). Go to Leads → Admin Settings → Lead Tags and click + Create. Set a name, description, and color.

    Two settings to configure deliberately:

    • Is Modifiable — if you turn this off, agents cannot freely add or remove the tag; their attempt will create a Data Change Request that you must approve first. Use this for high-stakes labels.
    • Lead Tag Workflow Config — some tags can trigger automated actions (e.g., automatically unassigning a lead when an "other-language" tag is applied). Configure with care — applying the wrong tag can move leads unexpectedly.

    See Lead Tags.

  5. Sales Manager Create Lead Call Tags. Call tags classify the outcome of every call (e.g., Answered, No Answer, Voicemail, Callback Requested). Go to Leads → Admin Settings → Lead Call Tags and click + Create. Enter a name and optional description. See Lead Call Tags.

  6. Admin / Owner Configure Deposit and Withdrawal Types/Methods (if not already done). These are required before agents can record financial transactions on leads. Go to TR Settings → Deposit Types, Deposit Methods, Withdrawal Types, and Withdrawal Methods to create the relevant entries. See Deposit Types, Deposit Methods, Withdrawal Types, Withdrawal Methods.

What happens next​

Once these are in place your team is ready to work leads end to end. Agents will see the stages and tags in their lead profile action panel, call tags will appear after logging a call, and financial transactions will use the deposit/withdrawal types you configured.

To verify: open any lead profile as an agent (or in a test account) and confirm Set Lead Stage, Set Tags, and Create a Deposit show the correct options.