4 docs tagged with "Leads"

This workflow focuses on managing customers throughout their entire lifecycle, from acquisition to retention and upselling. The workflow can include:

Develop strategies for increasing sales with a focus on capturing and managing leads and contacts from various sources, such as website forms, trade shows, or social media.

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

Automate as much as possible to focus on building relationships deeply anchored in trust.