Company (Account)
Buy?
Follow up Opportunity
Online inquiry formsImport listsManual entry
Mark as Lost
Create Opportunity / merge with exsisting opportunities
Schedule activity reminder
Create customer / link to exsisting customer / do not link to customer
Convert Lead to Opportunity
No
Mark as Won
Assign Opportunity to Salesperson
Archive Customer
Yes
Sales channelPriorityTagsNotes
Mark Lead as Lost / Archive
Individual (Contact)
Lead Flow in Sales Path
Capture Lead
Mark activity as Done
Assign Lead to Salesperson
Campaign
Follow up Lead
EmailSearchWebinarsPromotionsTrade showsField-based activitiesDemos/VideosPodcasts
Sales Cycle
Screen bogus infoCheck for duplicatesContact via phone/emailCheck interest
Opportunity Management (Pipeline)
New Opportunity
Active Customer
Lead Management
Create Contacts
Qualified?
