Moving a lead through stages
- Siddharth Iyer |
- 11 steps |
- 2 minutes
1
Navigate to [https://renegadeinsurance.lightning.force.com/lightning/r/Lead/00Q3t00002048CZEAY/view](https://renegadeinsurance.lightning.force.com/lightning/r/Lead/00Q3t00002048CZEAY/view)
2
You can mark a lead into any one of 6 stages. Here's what each of them means.
Open - You just know the contact details, haven't planned to reach out yet.
Assigned - You assign the lead to yourself or one of your producers (not needed if you're working alone)
Working - The prospect has been called and is in touch.
Suspend - Not buying insurance now, need to reach out at renewal.
Unqualified Lost - Never buying insurance.
Converted - Confirmed interest in buying insurance.
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Select the stage you want to change to.
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Click "Mark as Current Status"
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To suspend a lead, you'll need some additional details such as 'Suspend Until Date', 'Reason Description' and 'Expiration Date'.
You can add/edit these details by clicking on the pencil icon
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Once you fill these details just click on 'Save'
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Marking a lead as Unqualified - Lost requires you to enter a reason.
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Select the appropriate reason and click on 'Save'
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To Convert a lead, Select 'Converted' and then Click "Select Converted Status"
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Click the drop-down and select 'Quoting / Submission' as Status
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The lead will then be converted to an account and an opportunity.
To add a quote to the opportunity or submit any docs, click on the opportunity name.
