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AKA: “How do I?”

Accept a new lead?

Click to view your New Leads.

Starting in September, Leads that come into the system will have a Lead Status: New. When a salesperson begins

1. Filter by

   1. Contact Owner is: Me

   2. Lead Status is: New

2. Enroll in an email sequence or call to follow up

3. Add LinkedIn Bio to their profile (🚧 is this necessary for shelter industry?)

4. Add Job Title from LinkedIn or web search (🚧 is this necessary for shelter industry?)

5. Only after the above is done: update Lead Status: In Progress

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