Capture social leads as pipeline deals for sales reps
Capture social leads as pipeline deals for sales reps
Sales reps let social leads sit in inboxes, risking competitors contacting prospects first and deals stalling. This creates a staged opportunity so reps can qualify, assign, and engage leads quickly.
Overview
Social leads that linger in inboxes let competitors grab early conversations and cool prospects. Converting every social lead into a staged CRM opportunity ensures reps are assigned and alerted so response times drop and manual data entry is eliminated.
Notable Features
- Create staged opportunity records
- Assign leads to correct rep
- Notify reps on each new lead