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How to Build a Lead-to-Payment Workflow in Madey CRM
A practical walkthrough to move leads from first inquiry to final payment using pipeline, proposal, invoice, and payment modules.
By Madey CRM TeamApr 5, 20266 min read
#Lead Management#Pipeline#Payments
Start by setting lead sources, statuses, and owner assignment rules in your CRM settings.
As leads enter the system, maintain follow-up logs and move them through a clear stage flow.
When a lead is qualified, generate a proposal and then convert it into invoice workflow.
Share payment links and monitor transaction status in one place to close the loop faster.