After a lead is considered "lost" how do you set follow up tasks?
This question concerns follow-up activities. For example, if I have a lead say they are not interested, I want to remove them from my active pipeline, and I usually hit "lost." However, I don't want to forget about the lead and want to occasionally send emails or maybe call in a few months. How do I have them reappear in my pipeline after they are "lost"? Are there ways other people are doing it?
Brad Krause_65956 Posts: 58
I would just add a calendar activity to call or email them. In one case we were more specific. We created a designated activity type for Contract Expiration. This was for the case when a prospect was already under a multi year contract with a competitor. We would schedule that activity for near before their contract was set to expire so that we could bid. In between that time I might also add an activity to do a drop in.
I think what you are looking to do is best handled in calendar/activities.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239edited September 2022 #3
Hi @Taylor Buford,
- You should use the activities view to guide what you do in the CRM
- You can have activities for even lost deals.
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Daniel Dubalski Posts: 14
I created a new pipeline for lost deals only. Whenever I lose a deal, a workflow will create a new deal in my pipeline "Lost Deals". I really like Pipedrive's KanBan Board for Deals and I use the different stages for automated follow-ups and keeping track of my deals:
Once I have successfully reactivated one of my lost leads, I will mark the lost deal as won and create a new deal in my "real" pipeline.