Follow

How to Update Lead Status or Lead Information

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

Suppliers generate, nurture, and qualify leads through a host of marketing and sales tactics. These leads are often generated through Partner Relationship Management systems or through tradeshows as well as inbound requests. Regardless of how they are obtained, a Sales Rep will move them through the various sales phases. In this article, learn to move the lead through the various phases.

Prerequisites

You should be familiar with the following topics before continuing:

How to Update the Lead Status

From Contacts > Distributed Leads, you can update the status of the lead to move it through the sales pipeline. Additionally, you can offer feedback to your supplier about a lead.

  1. From Contacts > Distributed Leads, select the Lead to update. 
  2. From the Distributed Lead, select Feedback or Update Status.
  3. From Lead Feedback, you will be able to provide additional information about this lead and/or assign it to a sales rep until the status is changed to Unqualified/Invalid or Qualified Opportunity.  
  4. From Update Status, you will be able to change the status to Open, Contact Contacted, Nurture, Unqualified/Invalid or Qualified Opportunity. Choosing to update the status to Unqualified/Invalid or Qualified Opportunity essentially closes the lead, so leaving feedback is no longer an option.

Back To Top

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

© 2017 Zift Solutions, Inc.
Powered by Zendesk