Docs

Leads & customers

Track every lead, score intent and manage your pipeline.

Guides

• Leads and customers — Learn how to manage leads and customer records in Vaanexa, understand lead scores and customer journey stages, and track ownership, follow-ups and revenue.
• Manage your pipeline — Learn how to Learn how to navigate the Vaanexa Pipeline board, review deal stages, search for leads and monitor ownership, activity and pipeline value.leads visually in the Vaanexa Pipeline, change stages, use filters, and configure won and lost outcomes.
• Lead scoring — Learn how to understand lead scores in Vaanexa, review Hot, Warm and Cold lead categories, and use scores to help prioritize follow-ups.
• Import Meta Lead Ads — Learn what to check before importing Meta Lead Ads into Vaanexa and how to review imported enquiries.
• Work the call queue — Learn how to work through your Vaanexa Call Queue, prioritize leads, record call outcomes, add notes and manage callbacks.