How best to define when a LEAD becomes a DEAL?

Paul Harren
Paul Harren Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hello,

I am trying to wrap my head around cold/warm/hot leads and the lead/deal qualification process.

Would a marketing role start working on a warm lead that let's responded to an email campaign... and be responsible only for getting them to a "hot" lead? Or would they also qualify the lead, and ONLY when the lead is hot—and—qualified would it move to stage 1 of the deal pipeline? (Qualified...then contact made...then meeting arranged...)

Thank you for any help you can provide.

Paul

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,626 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    edited October 2021 #2

    A simpler way to think about this: qualify a lead into a deal as soon as you find out that you have what the customer wants to buy.

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