Lead Nurturing
Track and nurture leads through your sales process:
1. Lead Stages:
- Customize your sales pipeline stages (e.g., New, Contacted, Qualified, Proposal, Negotiation, Won/Lost)
- Move leads through stages as they progress
- Set stage-specific activities and requirements
2. Follow-up Management:
- Schedule follow-up tasks and reminders
- Use email templates for consistent communication
- Track all interactions with the lead
- Set up automated follow-up sequences
3. Scoring and Qualification:
- Assign scores based on lead behavior and characteristics
- Define qualification criteria
- Prioritize leads based on scores and potential value
