Knowledge
Lead Status
100
Tasks are found on this page
What is the Home Page?
100
Open 7 to 8 of these before you start calling
What are tabs?
200
C-Level client equals
What is the first filter when creating a view?
200
A lead comes to you with this status when you get new leads.
What is Open?
300
Create this for 3 to 5 days out.
What is a task?
300
You would change the lead status to this if they are not the correct person to reach out to
What is Not Qualified?
400
You would mark the meeting this if the client and sales rep connect
What is Qualified?
500
Check this once a week to see how many times emails have been opened or shared
What is HTML Email Status Report?
500
A lead should be marked this if you have set a meeting with someone else in the company.
What is Met With Other DM?
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