Hi Everyone! I have some doubts. How do you manage and track leads? I assume the approach should vary depending on the lead source. But how do you handle this in your system? Do you use different record types or picklists for identification? Does your process include only stages like new, working, nurturing, and convert?
I'm referring to a B2B Saas scenario.
3 件の回答
Hi @Jose Manuel
- Unless we have a separate structure / flow for both inbound and outbound we can use same path. You can simply have a field which differentiates between inbound and outbound lead
