University/SalesLead Management WorkflowLead Management SOPLead LifecycleEvery lead goes through the following stages in our CRM: New: Automatically created from web forms or manual entry. Needs qualification. Contacted: Outreach has been initiated (email or call). Qualified: Lead has expressed interest and fits our Ideal Customer Profile (ICP). Opportunity: A deal value has been assigned, and negotiations are active. Closed: Deal won or lost.Daily Routine for Sales Reps Check Dashboard: Review "New Leads" and "Today's Tasks". Process Inbox: Respond to emails synced from your connected account. Follow Ups: Call leads marked as "Contacted" who haven't responded in 3 days. Update CRM: Log all calls and notes in the Lead Detail view.Automations
