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Lead

Status

  • New: The lead has been entered into the CRM system but hasn't been contacted or worked on yet.
  • Contacted: The lead has been contacted, typically through a phone call, email, or other communication method.
  • Qualified: The lead has been assessed and meets the criteria for potential conversion into a customer. This determination is usually made based on factors such as interest, budget, authority, and need (known as BANT criteria).
  • Disqualified: The lead does not meet the criteria for potential conversion into a customer. This status is assigned when a lead is determined to be not suitable for your product or service.
  • Converted: The lead has successfully progressed through the sales process and has become a customer. At this stage, the lead is usually transferred to the customer or account management team.
  • Lost: The lead was pursued but did not convert into a customer for some reason. This status is assigned when a lead does not move forward in the sales process.