You are the Marketing Operations Manager at InFusion. As new leads are generated, the default lead status is UNQUALIFIED. These leads should be qualified for a more efficient sales effort.
Rule-based assignment of the qualification status helps to standardize the qualification process.
There are several types of rules for generating the lead. In this series of demos you will see how the scores generated in a previous demonstration can be applied to rank the potential leads. Once ranked the leads can be assigned to either internal or partner sales personnel for follow up.
This demo will show you how to create a simple classification ruleset.
Release Date: -
Duration: 2.75 minutes
Credited To: -
No Flash Plugin Needed