I Know You!
A Lead Status Category for humans who are competitors or otherwise have no interest in buying from us
What is Inactive?
If its not "nature" that makes you do something, its this
What is nurture?
The Lead Status Category when Sales gets a Lead from Marketing but before a Rep does a pitch?
What is Sales Accepted Lead?
A Lead's behavior & demographics add or take away points in this Lead Status Category
What is a Marketing Qualified Lead (MQL)?
A potential Buyer, who could have purchased in the past and is considering purchasing something now
What is a Lead?
The two directions a Buyer journey can go in Salesforce
What is Backwards or Forwards?
The Lead Status Category that comes after doing Discovery but before Closed
What is an Opportunity?
Correct lead assignment & confirmation of no competitors are required in this Lead Status Category
What is an Sales Accepted Lead?
The Lead Status Category when a Sales Rep converts the Lead to a Contact
What is an Opportunity?
The name for the series of actions a Buyer uses to gather information about a product or service that they are considering purchasing
What is a buyer journey?
The Lead Status Category after Marketing has confirmed a Lead is not a competitor or other non-Buyer but before Marketing sends the Lead to Sales
What is a Marketing Qualified Lead?
The Lead Status Category when Sales is doing Introductions & Discovery
What is Sales Qualified Lead?
The word used in Salesforce for a Buyer who is now or who has (in the past) been in an Opportunity stage
What is a Contact
The two words you can use in Salesforce to describe an existing client who wants to buy something else
What is a Lead or a Contact?
The Lead Status Category when a Lead has come from a tradeshow, webinar, or any other source but before Marketing has confirmed it is not a competitor or other non-Buyer
What is a Raw Lead?
The Lead Status Category when a Buyer has purchased but could be sent to Marketing for potential up-sell or cross-sell
What is Closed-Won?