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New Contacts 作者: Mind Map: New Contacts

1. Forms

1.1. Low priority

1.1.1. Pop up

1.1.1.1. Pop up contact

1.1.1.1.1. Sequence (Pop up)

1.1.2. Free license

1.1.2.1. sequence (Free license Workstation)

1.1.2.1.1. Call if company's revenue >50M

1.1.3. zScope Registration

1.1.3.1. sequence (zScope Registration)

1.1.3.1.1. Call if company's revenue >50M

1.2. High priority

1.2.1. Contact

1.2.1.1. Set: CRM, EvalWaiting, Product, others

1.2.1.1.1. Manual Follow up

1.2.2. Requests

1.2.2.1. Get a demo

1.2.2.1.1. Call and enroll

1.2.2.2. Get a quote

1.2.2.2.1. Get a quote request

1.2.3. Education

1.2.3.1. Get a quote

1.2.3.1.1. Get a quote request

2. Emails

2.1. Mail to sales/support/info

2.2. Answer to QA

2.3. Answer to Marketing

3. Chat

3.1. Sales

3.1.1. Engaged

3.1.1.1. Engaged chat 7 days ago

3.1.1.1.1. Manual fup

3.1.2. Missed

3.1.2.1. Send email (missed chat)

3.1.2.1.1. Missed chat 3 days ago

3.2. Tech support/pre-sales

3.2.1. Engaged

3.2.1.1. Engaged chat tech support 3 days ago

3.2.1.1.1. Sequence (engaged tech chat)

3.2.2. Missed

3.2.2.1. Missed chat (tech support)

3.2.2.1.1. Missed chat tech support 3 days ago

4. Incoming call