Add weighted points to some of your key fields to provide better details for conversion.
- [Instructor] This video will help you to…better understand a lead score threshold.…If this threshold is not met,…you should continue to work on the lead to better qualify…for conversion.…The goal is to design the lead object…so that you can focus and drive your message…to the target audience while challenging them…to meet your standards as a defined client.…The 80/20 rule applies here.…So, let's look at some of the things that can help out.…These are more conceptual.…For example the red rope concept.…Don't allow just anyone into your organization…as an account.…Prospects must pass the red rope test first.…So, challenge them with questions to see if they…are worthy to be clients.…
And lead with strength by setting standards of engagement.…A lot of this you will find under the success criteria…check list that we've gone over.…So, why the red rope concept?…Because accounts must be managed.…Any converted lead will end up as an account…that will then have to be managed.…Your team will spend energy, time, and focus…
- Tracking leads, accounts, and contacts
- Defining a lead
- Preparing a Lead score threshold
- Lead channels
- Lead assignment rules
- Lead qualification status
- Lead record types
- Lead conversion mapping
- Lead source overview
- Validation rules
- Establishing a feedback loop
- Using AppExchange
- Merging duplicate records
Skill Level Advanced
Lightning Tools: Conductor Web Partwith Tiffany Songvilay52m 12s Advanced
Microsoft Dynamics 365 First Lookwith Gini von Courter19m 40s Beginner
1. Understanding Leads
2. Working with Leads
3. Managing Leads
4. Managing Your Data
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