Daily Sales Workflow
A typical day for a sales representative using Tickmark to manage leads, follow-ups, and pipeline.
Morning Check-In
- Review the Dashboard for today’s KPIs
- Check the Activity Feed for overnight updates
- Review today’s scheduled follow-ups
Work Leads
- Open the Sales Funnel Kanban — see your pipeline at a glance
- Contact leads with scheduled follow-ups
- Log call records with outcomes
- Schedule next follow-ups
Handle New Leads
- Check for new leads from Meta Lead Ads or website enquiries
- Qualify and categorize new leads
- Assign to appropriate team members
Update Pipeline
- Move leads through funnel stages (New → Contacted → Qualified → Proposal → Won/Lost)
- Review funnel analytics for conversion rates
- Update the Sales Dashboard metrics
End of Day
- Submit your EOD report
- Review tomorrow’s scheduled follow-ups
- Update any pending lead notes
Features used: Dashboard, Leads, Sales Funnel, Follow-ups, Call Logs, Enquiries, Funnel Analytics, EOD Reports.
Last updated on