status == 1) ? '' : 'style="display:none;"' !!}>
Guidance for Success
Use Leads to separate prospects from the Salesforce contacts we've already sold to and/or are working with.
When setting up a new lead we want to specify:
- Their contact information.
- Where the lead came from under "Lead Source." What was the compelling event that drove the lead to engage with us?
- What niche/industry do they work in.
status == 2) ? '' : 'style="display:none;"' !!}>
Guidance for Success
Qualify your lead.
- Respond to the lead in a timely manner for a greater chance of closing the lead.
- Email your lead first, and immediately follow up with a phone call.
- Visit your lead's website and/or LinkedIn profile to learn more about their business.
- Rehearse your call scripts so that you sound confident and the flow of your conversation is more natural.
status == 3) ? '' : 'style="display:none;"' !!}>
Guidance for Success
If your lead has neither the interest nor the authority to purchase from you, mark the lead Unqualified.
Don't waste time on unqualified leads.
- Learn about the lead source before you spend time selling them a product they're not ready for.
- Understand your lead's level of decision making authority and solution requirements.
- Determine whether your lead is likely to buy from you.