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Rob Coons

Rob Coons

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Starting in September, Leads that come into the system will have a Lead Status: New. When a salesperson begins working a lead, the rest of the team needs to know that certain criteria have been met. Therefore, a Contact being worked should be marked as Lead Status: In Progress. At Pet Loyalty, please always do the following when accepting a new Contact and marketing it In Progress:

  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 this is done: , update Lead Status: In Progress

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