Software head of BD: log interested prospects to sheet

Head of business development loses interested CRM prospects, letting hot leads go cold and deals stall. This adds each interested prospect to shared handoff sheet so BD reps start qualification promptly.

Overview

Business development leaders in software routinely lose deals when interested prospects slip between CRM stages. This workflow routes each interested prospect into a shared handoff sheet, eliminating missed handoffs and helping BD reps begin qualification so response times drop dramatically.

Notable Features

Log interested prospects to sheet
Create standardized handoff rows
Notify BD reps for follow up