Reporting and Tracking Issues

DinahBraude Member Posts: 11
Name Dropper First Comment Photogenic
edited July 2023 in Sales CRM #1

Hello, we are having trouble tracking where our leads come from and what happens to those leads as they move along the sales process. We have many sources for leads and need a way to track and score leads.

Our team qualifies that leads into MQLs and SQLs and then an activity is created. After the meeting, if the prospect is ready to buy our product they request an estimate. Thats when the deal is created and then it moves to either Won or Lost. How do you track the journey before the deal is created? How many leads become MQLs, SQLs, have Meetings, Estimates, etc.