Lead Management SOP

Lead Lifecycle

Every 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.

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.