Professional Documents
Culture Documents
Processing Qualifying
Demo Done
New lead & Interested
YES NO
Is Mark lead
Connect with Person
the "Contacted -
joint owner and YES wants to pay No
YES account disqualified" &
determine now?
owned? select disqualified
strategy
reason
NO
More
- Take payment than 200
- Convert lead NO YES
Research employ-
- Close opportunity ees?
company:
- Number of users
- Employee count
- Industry
- Etc.
Schedule Is
discovery call & the
convert lead YES account NO
owned?
Attempt
Connected? YES Qualify
contact
Mark lead NO
"Not contacted -
disqualified"
Schedule
Create event for
discovery
scheduled call
call