Sales Qualified Lead Attributed
To support existing business model, the Sales Managers should be able to view and/or maintain the following information for sales-qualified leads:
● Lead Source (contact form, channel partner, tradeshow, webinar, etc.)
● Landing page topic (for leads that came from contact form)
● Lead Status (New, Working, Qualified, Unqualified, Converted)
● Reason for Unqualified (dropdown with reasons, e.g.: Too Small, Unserved Geography, Bad Information)
● Personal LinkedIn profile URL
● Role in the company
...
The rating will be calculated based on various data points in the lead following an automation rule with math function:
{{#=}}{{issue.Lead's Current Situation Score}}+{{issue.Lead's Decision Making Score}}+{{issue.Lead's Timeline Score}}{{/}}
...