Page Comparison

...

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. Identify Contacts - Filter by:

   1. Contact Owner is: Me

   2. Lead Status is: New

2. Enroll in an email sequence or call to follow upResearch Contact

   1. Add LinkedIn Bio to their profile

   (🚧 is this necessary for shelter industry?)

   2. Add Job Title

   from LinkedIn or web search

   1. to Contact record

   2. Confirm shelter link in their Company record

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

4. Only after this is done, update Lead Status: In Progress

...