procedure
Active Funnels
Run this process everytime you want to give a basic structure for a "Active Funnels" Subject to employees...
4 steps
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Sales Lead Qualification
4 steps 3 automations
Process steps
1
Enter prospect details
1 days from previous step
Form fields in this step
First name
Last name
Phone number
Email
Company name
Industry
If 'Other', please describe below
Use case / Requirement
2
Qualify prospect
1 days from previous step
Form fields in this step
Select criteria application to the prospect
What is the deal size?
3
Does not qualify - Refer to partners
1 days from previous step
Please send a reply sharing a list of partner companies and close.
Form fields in this step
What is the annual contract value?
4
Prospect qualifies - Call prospect
1 days from previous step
Prospect Details:Name: {{first-name-7643839}} {{last-name-7643841}} Company Name: {{company-name-7643836}} Phone: {{phone-number-7643837}} Requirement: {{use-case-requirement-7643834}} Deal Size: {{what-is-the-deal-size-7643831}}
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