Tracking Every Lead with the My Pipeline Tool.

When viewing a company within your Pipeline in QwikSell, sales representatives and managers can access everything they need to manage an opportunity — from updating lead details to logging activity and creating quotes. This workspace is designed to keep your pipeline moving efficiently by combining key tools and communication tracking in one place.

Managing Lead Information

Inside the company view, sales reps can update important sales details to reflect the current stage and likelihood of closing:

  • Status:
    Set the lead’s current status as Warm, Hot, Cold, Dead, or Won.
  • Probability:
    Estimate the likelihood of closing by setting a value between 0–100%.
  • Expected Close Date:
    Enter or adjust the projected close date to stay aligned with goals and forecasts.

Pipeline Actions

From the same page, sales reps can take direct action without leaving their pipeline:

  • Create Quote:
    Launch a new quote for the selected company directly from the pipeline.
  • Create Site Survey:
    Start a new site survey from within the company view to gather technical or service details before quoting.

These actions save time by allowing users to move seamlessly from opportunity tracking to quoting and data collection.

Click-to-Call Functionality

QwikSell includes a Click-to-Call feature that integrates with your VOIP phone system.
Clicking the customer’s phone number dials it instantly — no manual dialing required.

This feature helps outside sales reps stay efficient during cold calling and follow-up campaigns.

Notes and Communication Tracking

Sales reps and managers can record and review interactions directly under the Event Log, which displays:

  • Logged calls, texts, emails, and meetings
  • Scheduled follow-ups or appointments
  • Notes added by team members

There’s also a Comments/Notes section for capturing additional information, such as customer preferences, objections, or important reminders.

Keeping thorough notes ensures smooth handoffs between sales and management, and helps track customer engagement over time.

Pro Tip

Use the Event Log to document every touchpoint with your prospect — this creates a complete interaction history and helps your team strategize follow-ups more effectively.