Q&A

What Should I Do With the Information Gathered From the Initial Screening of a Lead?

What should I do with the information gathered from the initial screening of a lead? The information gathered from the initial screening of a lead should ideally be put into a CRM system. Following this, you can build a Standard Operating Procedure (SOP) around the process to ensure consistent and effective lead management. Full Explanation

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What If I Don’t Have Someone to Do the Initial Screening of Leads?

What If I Don’t Have Someone to Do the Initial Screening of Leads? Short Answer: If you don’t have someone available to perform the initial screening of leads, you can handle this process yourself by creating a funnel that progressively gathers more information from each lead through a series of follow-up questions. Full Explanation Initial

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Why Should I Collect Additional Information from Leads?

Why should I collect additional information from leads? Collecting extra details from leads, such as their postal code or their intended timeline for completing the job, helps sales managers assign leads more effectively. By having this information, leads can be distributed according to the ranking of the sales team, ensuring that the most promising prospects

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