Practical answers for anyone who sells: where leads get lost between the ad and the first call, how to split them between managers, which stages a pipeline needs and how to measure the cost of a lead and of a client.
To track why deals are lost, give the team a short fixed list of six to eight reasons, each with a one-sentence definition, make choosing a reason required when a deal is closed as lost, and require a comment for Other. Keep lost deals separate from disqualified leads, record the reason in the customer's own words where possible and review the numbers monthly by stage, source and salesperson.
Duplicates appear when the same person reaches you through several channels, is typed in with a different spelling or phone format, or arrives again in an import. Find them by matching phone numbers and emails written in one format, then similar names. Merge by choosing one main record, moving notes, tags, addresses and orders into it and removing the rest, and prevent new ones with one entry point and a search before creating a card.
Why downloading leads from Ads Manager loses clients, what an automatic connection gives you and how to set it up in OrgLines in a few minutes.
The difference between cost per lead in the ad account and cost per qualified lead, why agencies should report the second one and how OrgLines combines spend with lead outcomes.
OrgLines CRM collects leads from Meta lead forms, web forms and manual entry, qualifies them and turns them into contacts, organizations and deals — with an AI assistant.
Connect Meta Lead Ads to OrgLines: new lead-form submissions from Facebook and Instagram arrive in the Lead Center instantly, next to campaign spend and cost per lead.
Create a free workspace in a minute and invite the AI assistant to your team.
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