Close: pipeline, lead journeys, cadences and contracts

What Close covers

Close is where a lead becomes a customer: a pipeline board, one journey per lead, follow-up sequences and contracts sent for e-signature. Each card on the board carries the lead's intent score. Each lead has one journey, and a contract can go to any lead or anyone else, with a deal optional.

Work the pipeline board

1. Open CRM in a client workspace. The board shows your pipeline as columns of deals.
2. Choose Add deal to put a deal into a stage.
3. Search deals, sort the cards and filter by source from the controls above the board.
4. Open a deal and use Move to stage to change its stage.

A search or filter changes what you see, and the totals above the board still count every deal.

Read a lead's journey

Open a lead from Leads. The Journey tab lists what that person did, and the Calls and Payments tabs sit beside it. A Messages tab sits beside them too. Use this before a call, so you know what the lead has already seen.

Follow up with a cadence

Open Cadences and choose New cadence. A cadence is a sequence of steps. Add an email, add a text or add a wait between them. An email step can use tokens such as the lead's name.

Send a contract

1. Open Contracts and choose New contract, or choose Use template on the Templates tab.
2. Start blank, or from one of the workspace's templates. Choose who it is for: a lead, or someone new, who is added as a lead unless you untick that. A deal is optional; a template that uses deal fields asks for one.
3. From a deal on the CRM board, Draft a contract does the same with the deal's contact and value filled in.
4. Edit the title and text. Merge fields fill in when you send, and the text is then frozen.
5. Choose Send for signature.

A lead's contracts are listed on the Deals tab of their lead page, with Send contract.

Templates live on the Templates tab of Contracts. A template is split into sections, and a section you lock is kept word for word in every contract drafted from it.

A template can have fill-in fields, blanks such as a start date or a custom fee that you fill in before sending. Each one goes in the text as a token like {{input:start_date}}, and a required one must be filled before the contract can be sent.

If the email cannot be delivered, SIGNL shows you the signing link so you can pass it on yourself. A signed contract has a signed PDF to download. Each contract page has a Record section that lists what happened to it. You can void a contract that has been sent. Voiding stops the signing link working, and a voided contract cannot be restored.

Where it stops

SIGNL has no dialler. It does not transcribe calls held on your meeting platform, and AI scores a call only when someone on your team asks it to. The wording of an agreement is yours. SIGNL provides a simple electronic signature and a tamper-evident record of who signed and when.

Read next

• Reference: Data fields.
• The overview: Close.