How are people using Lead Title?
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John Shelburne
Member Posts: 41 VERIFIED MEMBER
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Answers
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One way I use the Lead Title is by putting the company name, the person name and the URL all in the title. This consolidates the key info I need for easy access and also makes it easier to fill in fields if I convert it to a Deal.
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@Boris Tsibelman would you like to share some ideas with @John Shelburne ? Do you have any best-practice tips? 🙂0
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Hi,
I've instructed my team to use Lead Title as a descriptor of "Something unique to their business"...so using that field in an email template merges our research into a tailored introductory email...that can be followed up with a direct phone call with greater cut-through.
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