Best practices to use Leads labels

Asaf Matyas
Asaf Matyas Posts: 11
Second Anniversary Photogenic
edited November 23 in Sales CRM #1

Hi Community,

We recently started using leads as part of the sales process. Naturally a lead is converted only it passed our qualification criteria.

Our leads are mostly outbound.

I'd appreciate to hear some of your best practices and tips on how you use labels. Are you using it to flag the outbound sequence stage (i.e. LinkedIn, Phone call, email etc) or what number of attempt is that?

Thanks in advance for your support!

Asaf

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Answers

  • Hi @Asaf Matyas


    we are using labels to label the phase of the lead.

    For new clients, we have these types of labels

    • Unqualified Leads: Unqualified leads haven’t been nurtured enough in the flywheel to be forwarded to a sales team.
    • Marketing Qualified Leads (MQLs): MQLs are leads who are fit to receive marketing communications such as email campaigns, content offers, and more.
    • Sales Qualified Leads (SQLs): SQLs are leads who are ready to connect with a sales rep and begin the sales process. 
    • Product Qualified Leads (PQLs): PQLs have indicated a strong interest in the product by either starting a freemium subscription or signing up for a free trial. 
    • Conversion Qualified Leads (CQLs): A CQL is any lead who has converted on your website, either by submitting a form or by pressing a click-to-call button.


    For upsells, we label what kind of upsell it is so our sales can know who to call.


    Best

    Martin