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We're currently looking at what qualifies for a lead conversion, and there seem to be two camps.  One is for sales to qualify the lead to ensure there is a need and if so, convert the lead.  The other is to convert even before to have companies we're targetting as opportunities for what we call "parking lot" opportunities, even though the Sales haven't qualified an actual need.  

 

What has your experience been and what would you recommend is the best practice when it comes to when to convert a lead?  How do you manage "parking lot" opportunities?
2 respuestas
  1. 26 feb 2018, 16:24
    I think it comes down to how you want to measure the results. You could use conversion rate on the Leads if you're not using the parking lot option. If you do the parking lot option then you can report ton the win rate. I'd be sure to have a required Closed Lost reason to get some more granularity with this.
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