Keep employer webinar leads in invite pipeline for IT
Keep employer webinar leads in invite pipeline for IT
IT admins see quiz submissions fail to advance employer deals, causing sales reps to miss follow-ups. It moves employers into the invite pipeline so sales reps follow up quickly.
Overview
Missed follow-ups after webinar quizzes let employer prospects slip and stall your sales pipeline. This workflow advances employer deals into the invite pipeline and attaches quiz responses to deal records, eliminating missed follow-ups and giving sales reps the context they need to follow up promptly.
Notable Features
- Advance employer deals to invite stage
- Alert sales reps about invited employers
- Attach quiz responses to deal records