REI Automated Acquisition Process Lead Statuses
Keith Gillispieにより
1. New Lead comes in Status: BABY LEAD Pipeline: #Baby# Assigned to: Baby Lead Drip
1.1. Lead Responds Status: BABY LEAD Pipeline: #Baby Responded#
1.1.1. Lead Enters Lead Manager Sales Funnel Call 21 times
1.1.1.1. Contact
1.1.1.1.1. Triage Call
1.1.1.1.2. Interested, but needs time/not available Status: Interested | Followup Action: Follow up - Custom Time/Date Pipeline: #Baby Responded#
1.1.1.1.3. Not Interested Status: Not Interested Assigned to: 'Not Interested' Drip Pipeline: #Baby Responded#
1.1.1.2. No Contact
1.1.1.2.1. Has a SLS been submitted yet?
1.2. 3 initial texts go out w/ no response Status: BABY LEAD Pipeline: #Baby#
1.2.1. Lead Enters Lead Manager Sales Funnel Call 21 times
1.2.1.1. Contact
1.2.1.2. No Contact
1.2.1.2.1. Auto-followup Runs