Lead managementLead management
6 min read
CRM next step: a mandatory field on every open lead
The next step in a CRM: action, date and owner, when it should be mandatory, weak and strong examples, the morning list and AI's role.
Lead management
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6 of 6 posts shown
Lead managementLead management
6 min read
CRM lead statuses: which you need and how to set them up
How to set up CRM lead statuses: status versus stage, five core statuses, entry and exit rules, required fields and time limits for every status.
Lead managementLead management
6 min read
Lead source attribution: linking source to sales outcome
Linking lead source to the sales outcome: first source and latest touch, a five-column table, cohorts by creation month and loss reasons.
Lead managementLead management
6 min read
CRM duplicate records: how to merge them safely
Merging duplicate CRM records: a backup, three confidence groups, choosing the master record, field rules, the B2B difference and why merges are irreversible.
Lead managementLead management
6 min read
Lead assignment rules: who gets each lead and how
Lead assignment rules: four distribution models, segments, reassignment when there is no first touch, leave, returning customers and fairness.
Lead managementLead management
6 min read
Sales pipeline stages: how to build them, with exit criteria
How to build a sales pipeline: stages as verifiable customer steps, exit criteria, required fields, probability and time in stage.
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