Skip to main content

Lead qualification

Lead qualification workflows help ensure that only promising leads move further down the sales funnel. The workflow steps can be as follows:

  • Trigger: Newly generated lead.
  • Steps: Lead scoring, CRM data analysis (e.g. demographics), and behaviour tracking.
  • Automation: Automatically assigning leads to appropriate sales stages (e.g., cold, warm, hot).
  • Decision Points: Determining if a lead meets the criteria to become a sales opportunity.
  • Notifications: Alerting sales reps when leads qualify for further engagement.