The sales academy The Academy

Becoming a better saleperson

Table of contents

  1. 1Organizing your sales activity
    1. Our philosophy
    2. Prospects vs. Leads
    3. Prospecting Lists, Leads & Client Folders
    4. Status vs. Sales Steps
    5. Defining Key Information on Leads
    6. How to Categorize Leads, and Why It's So Important
    7. Managing Multiple Contacts in the Same Company
    8. Admin, Team Manager & User
    9. Customizing Your Account Interface
    10. How to Develop the Right Sales Process to Close your Deals
  2. 2Organizing Your Daily Activities
    1. How to Build a Sales Process
    2. Every Morning, Know Exactly What Leads You Need to Work On
    3. Follow Up the History of Your Exchanges & Bcc Email Conversations
    4. Set Reminders and Synchronize Your Account with Your Calendar
    5. Sort Activities for a Better Understanding of Your Leads
    6. Extended, Compact & Pipeline Mode
    7. Create Several Pipelines to Analyse Different Sales Processes
    8. Make your Most Important Leads Stand Out
    9. Find Leads by Using Filters
    10. How to effectively prospect and qualify leads on LinkedIn
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Cold Prospecting
    2. When and How to Use Prospecting Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. The Importance of Using Column Names
    5. Magic Columns
  4. 4Working on the Go
    1. Mobile App
    2. Using the Speech Recognition
    3. Scan your Business Cards
  5. 5Adding Leads from External Sources
    1. By E-mail
    2. From your Partners
    3. From a Contact Form
  6. 6Follow up your Business Activity - Understanding How it Works and Collaborating
    1. How to Successfully Manage a Sales Team
    2. How to Implement an Activity-Based Sales Strategy?
    3. Analyze your Activity by Category or by Salesperson
    4. Sales Performance Analysis: Get Total Insights
    5. Find the Leads That Have Been Pending for too Long
    6. ROI of Specific Actions, or of a Specific Month Activity
    7. Using the Activity Feed to Manage your Team
    8. Follow Activity Every Morning Thanks to the Daily Sales Activity Report via Email
    9. Exporting your Data for Reporting or Marketing Purposes
  7. 7Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  8. 8Connect to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. Send Notifications or Fire Actions Based on Events
    3. How to connect noCRM to your own Information System
  9. 9Rolling out noCRM in your company
    1. Framework for a successful rollout
    2. Guide to a successful onboarding of your team
  10. 10Additional Sales Resources
    1. The Sales Expert Directory

Prospecting lists, leads & client folders

Sales reps have to manage leads that have three different levels of information: Prospects, leads and existing customers. Hence why inside noCRM you're able to manage the three types in different ways.

Prospecting lists

Prospecting lists are used to manage unqualified leads (prospects). You create them manually or by importing a CSV or Excel document. A prospecting list is, for example, a list of contacts you have already pre-qualified and wish to contact. Once imported, you manage this using an Excel-like document that is editable directly inside the system. It also enables you to transform any contact into a qualified lead in a matter of seconds.

/!\ You should only transform a prospect into a lead when there is at least interest from the other party. Having 400 leads to manage by a sales rep is not human, nor is it smart practice. Only create a lead when it’s qualified – otherwise, it stays as a prospect (unqualified lead). You can learn more on prospecting organization in our guide.


Leads are qualified prospects. There are several ways of creating them without having to fill in data manually (more information in our Help Center section). Once created, they are easy to manage.

Leads can either be: alive ('To-Do'), meaning you have to act on them straight away, on Standby with a reminder for a specific date and time you have previously set, or Closed. For a lead to be closed it is either won because it completed your sales process, lost because the deal went to another competitor, or *canceled because the sale didn't go through for a specific reason. The key point is that when a lead is still alive, it always has the next action, whether it's right now or at a pre-defined later date – meaning you can never forget about a lead.

Client folders

Client folders are folders in which you place all the leads that you have with the same client. If you only have one lead with a single customer, then you shouldn't create a Client Folder. Only create one when you have at least two leads with the same company or individual.

Inside the client folder, you will be able to see the history with that client, the value they represent to the company in terms of money, and their seniority. Client Folders are useful for certain advertising companies, for example, because they usually sell more than once to the same client.

To do this, you simply need to "duplicate the lead" by using the actions button in a lead to create the client folder – and thus keep the new lead and the old lead inside the same client folder.

Read also: Organize your sales for better results

Next read: Status vs. Sales Steps