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Sales Plans (SP) in Leeloo.AI allow for the automatic distribution of leads among employees within the platform for further processing. They also enable tracking lead statuses, monitoring the number of leads in each status, and ensuring no lead is lost.

The Sales Plan is located in the CRM section, where all necessary functions can be configured for an efficient and productive sales department.

Below is a detailed guide on how to set up Sales Plans.

Sales Plan (SP) Description

  1. The CRM section contains Sales Plans (SP).

  2. Button to display the list of sales plansSelected Sales Plan name

  3. Selected Sales Plan name

  4. Add a new deal

  5. Buttons: "List", "Board", "Edit":

    • List – view leads in a list format.

    • Board – default SP view with automatic status tracking.

    • Edit – configure the structure of SP statuses (stages).

  6. Filter by specific status

  7. Filter by manager in SP

  8. Search panel – search deals by name, email, or phone number.

  9. Total number of deals and their sum

  10. Lead sorting by parameters

  11. Filtering panel.

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Creating a Sales Plan (SP)

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  1. Click the button (2) to open the list of all Sales Plans (SP).

  2. In this section, you can add a new SP (3) by clicking the "+ Create" button.

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Next, configure the following parameters:

  • Sales Plan Name

  • Average Check Amount

  • Chat Label (maximum 12 characters)

  • Distribution Type

  • Adding Managers to the Sales Plan

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Sales Plan (SP) Setup

After creating an SP, it must be configured.
For this example, we will use an SP named "New SP".

SP Distribution Types

There are two types of lead distribution:

  1. Manual – Leads must be assigned to managers manually.

    • Navigate to the "Audience" section.

    • Select "Mass Actions" and add leads (detailed guide available via link).

  2. Even Distribution – Leads are assigned automatically.

    • There are several sub-modes for lead assignment:

      • Assign deals to random users

      • Assign deals to related users

      • Distribute deals evenly among users

      • Assign deals to users with the lowest number of deals

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In this example, the distribution type is even, with the following sub-modes:

  • Assign deals to related users

  • Assign deals to users with the lowest number of deals

This means that leads will be assigned to managers they have previously interacted with, while new leads will be distributed to available managers with the fewest active deals in the Sales Plan.

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For the "Uniform" mode to work, action blocks must be added to the sales funnel to assign leads to the Sales Plan (SP).

More details about the action block can be found via the link.

The lead distribution mode can be changed at any time by opening the Sales Plan (SP) and saving the changes. Similarly, managers can be added or removed from the SP as needed.

Statuses in the Sales Plan (SP)

Next, you can configure statuses in the SP.

To do this, go to the status editing mode, where you can:

  • Edit existing statuses

  • Add or delete statuses

  • Rearrange statuses

  • Change the color of status columns

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Failure reasons

When setting up the funnel with a list of statuses, the final status of a lost deal includes a "Failure reasons" checkbox.

  • If this checkbox is enabled, the user can specify a list of reasons.

  • When a manager moves a deal to a failed status, they will be required to select one of the failure reasons.

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Editing Sales Plan Settings

To access the status editing window for a Sales Plan (SP), click the "Edit" button.

  • When deleting a status, you must select a new status to which the deals from the deleted status will be moved.

    ksnip_20250129-163045.png

  1. Name of status

  2. Color of status

  3. Button to add new status

Working with the Sales Plan (SP)

To start working with an SP, leads must be added. There are two ways to do this:

  1. Via the "Audience" section:

    • Go to "Audience"

    • Use "Mass Actions" to add a filtered audience (detailed guide available via link)

  2. Through the Sales Funnel:

    • Select a Sales Funnel

    • Add an Action Block

    • Choose the action "Add to Sales Plan"

    • Save changes

Important! The Action Block must be properly linked within the sales funnel, as shown in the screenshot.

After adding leads to the SP, you can begin working on the plan.

There are two working modes for the SP:

  1. "Board" Mode

  2. "List" Mode

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Board Mode

To change a lead's status, simply drag the card to a different status.

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  1. Sales Plan Name – clicking on it opens the deal distribution settings.

  2. Sorting by Status – displays deals in a specific SP status.

  3. Add New Deal – manually create a new deal.

  4. Filter Deals by Status – narrow down deals by their status.

  5. View & Edit Board Mode – manage the layout of your SP board.

  6. Filter by Manager – display deals assigned to a specific manager.

  7. Search Panel – find a specific deal by name, email, or phone.

  8. Total Deals & Deal Amount – view the number of deals and their total value.

  9. Filtering Panel – apply custom filters within the SP.

  10. Sorting Options for Deals:
    By creation date

    By custom order

    By deal amount

    By last move

    Default sorting

  11. Deals in the Sales Plan

List Mode

In this mode, only vertical scrolling is available to navigate through the list.

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To enable List Mode, click button 1. This mode displays only a list of leads.

To change a lead's status, go to section 2 ("Status") and select a different status.

Assigning Leads to a Manager & Transferring Leads Between Managers

Leads in the Sales Plan (SP) can be assigned to managers manually or in bulk.

Manually Assigning a Manager

  1. Go to CRM and open your Sales Plan.

  2. Click on a deal to open it.

  3. Add a manager to the deal.

Bulk Assigning a Manager

  1. Switch to List Mode.

  2. In the top right corner, click "Show More", then select "Mass Actions".

  3. Click on the deals you want to assign or transfer.

  4. Click "Move Deals".

  5. Select the manager and the new deal status.

  6. Set the execution time for the bulk action.

  7. Click "Apply Action".

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How to Cancel Closed Deals in CRM

Users with the "Can edit all deals" and "Can mass edit deals" permissions can cancel closed deals after they have been moved to the "Closed – Successful" or "Closed – Failed" status.

This feature allows you (or your sales department head) to:

  • Reverse a salesperson's actions (in case of a status change or an error).

  • More accurately track deals that were mistakenly closed, which is important for reporting and sales funnel analysis.

Additionally, information about who and when canceled the deal will be recorded in the activity log.

A new action, "Revoke Deal", is now available in the deal card.

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When clicking the "Revoke Deal" button and confirming the cancellation, the deal will return to its intermediate status.

  • If the deal was revoked from "Closed – Failed", it will return to the status from which it was moved to "Closed".

  • If the deal was revoked from "Closed – Successful", it will revert to the previous intermediate status configured in your CRM.

This ensures better control over closed deal cancellations, preventing managers from violating clear deal closure rules, which could otherwise distort closed deal statistics.

"Reasons for Rejection" Report

This report collects data on closed unsuccessful deals and sales statistics. It helps quickly identify the most common reasons for customer rejection and generate an overall objection statistics summary.

How to Generate the Report

  1. Go to the Analytics section.

  2. Open the Reports tab.

  3. Click "+ Add New Report".

  4. Select the report type "By failure reasons”. 

    ksnip_20250129-165244.png

When creating a "Failure reasons" report, you can group data by:

  • Sales Plans – allows you to assess and compare results across different sales plans. If plans are used for different products, this data can indicate which products need better packaging or a refined sales approach.

  • Sales Managers – enables evaluating and comparing the performance of different team members. This helps identify top-performing salespeople with the lowest rejection rates and refine sales scripts for handling objections (especially if the same rejection reason appears frequently among managers).

You can set a specific reporting period or leave it blank to include all historical data.

The report provides a clear overview with:

  • Number of successful and failed deals

  • Percentage ratio of successful vs. failed deals

  • Breakdown of rejection reasons

  • Interactive charts for better visualization and additional functionality

Additionally, with one click, you can navigate directly from the report to failed deals for deeper analysis.

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