Customers and leads
People, companies and leads: where they come from and how they are qualified.
Every conversation belongs to a person. What they say, the company they work for, and whether they are worth following up all land on records your team shares.
#Customers and companies
Customers and Companies hold the people and organisations you deal with. A customer's record shows their conversations, opportunities, meetings and tasks together, and what the agent remembered from earlier conversations.
#Leads
Leads lists the people the agent or your team has judged worth following up, with an owner. Assignment rules decide who that owner is, and say why.
#Qualification and scoring
- In Qualify, build a playbook: the few questions that separate a lead from a browser. The agent asks them while it helps, and publishes nothing until you do.
- From Growth up, Score holds the scoring model that turns what was said into a score.