Overview
KREP centralizes lead intake, qualification, assignment, follow-up, and conversion so the team works from one pipeline.
This guide turns scattered inquiries into a structured sales process with visible accountability.
How to use it in KREP
- Capture leads from forms, imports, manual entry, or lead finder and assign source, status, and owner immediately.
- Qualify each lead using notes, segmentation, and next-step discipline.
- Use reminders, tasks, and MA campaigns to maintain follow-up consistency.
- Convert the lead only after key commercial and operational information is complete.
What to monitor
- Lead source performance.
- Lead aging by status.
- Lead-to-customer conversion rate.
Best practices
- Every active lead needs an owner and next action.
- Separate junk from still-active prospects.
- Use tags for industry and campaign context.
Related KREP modules
Leads, Tasks, MA
Search topics covered
lead management krep, crm pipeline kenya, lead conversion workflow