Leads stuck in status

Feb 12, 20150 likes491 views

The document discusses how leads can get stuck in the same status if they are not actively moved along. It recommends not letting leads stay in a status for too long. It then presents the Brisk tool, which helps sales teams keep track of leads that have not been acted on or moved to a new status within a specified number of days. It allows users to customize which statuses they want to monitor and the threshold of days for each before a lead will appear in the Brisk tool as requiring follow up.

Leads stuck in status
NEVER LET A LEAD STAY IN THE SAME STATUS FOR TOO LONG.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

When you handle a lot of leads at the same
time it’s hard to keep track of all of them.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

A lead needs to keep moving,
otherwise it turns cold.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Have a next step planned and
do not let it stay in the same
status for too long.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

LET US PRESENT:
Leads stuck in status
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See leads that you haven’t acted upon
within a number of days. Brisk helps
you to remember who to contact.

EMBARRASSINGLY OLD!
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See leads that you haven’t acted upon
within a number of days. Brisk helps
you to remember who to contact.

Every section shows you leads
that haven’t moved the way you
want them, sorted by status.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Click within this area to
get more details
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Click to edit status
Click “Read more” to
get more details
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

You can edit basic
information
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Search lead
on LinkedIn
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Change the
lead status
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add or edit the
description
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

See your activity feed
WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add tasks, log calls,
or book meetings
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Convert the lead or
open it in Salesforce
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add more ﬁelds here
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Decide which statuses you want to see,
and how many days they can stay in the
same status before they pop up.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Go to options to modify the list to
your needs.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Choose how long a lead can stay in the
same status. You can set the same number
on all statuses, or specify by status.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Want the same number of
days on all statuses?

Some stages need a bit more time than
others. We recommend to use status
speciﬁc thresholds!
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

This number of days will
apply to all of the leads that
you don’t choose speciﬁcally
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This number of days will
apply to all of the leads that
you don’t choose speciﬁcally

WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS
These leads will show up
according to the status
speciﬁc thresholds

Then set the order
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Then set the order

This will make you even faster.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO

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Leads stuck in status

1. Leads stuck in status NEVER LET A LEAD STAY IN THE SAME STATUS FOR TOO LONG. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. When you handle a lot of leads at the same time it’s hard to keep track of all of them. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. A lead needs to keep moving, otherwise it turns cold. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. Have a next step planned and do not let it stay in the same status for too long. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

5. LET US PRESENT: Leads stuck in status WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See leads that you haven’t acted upon within a number of days. Brisk helps you to remember who to contact.

7. EMBARRASSINGLY OLD! WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See leads that you haven’t acted upon within a number of days. Brisk helps you to remember who to contact.

8. Every section shows you leads that haven’t moved the way you want them, sorted by status. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

9. Click within this area to get more details WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

10. Click to edit status Click “Read more” to get more details WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

11. You can edit basic information WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

12. Search lead on LinkedIn WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

13. Change the lead status WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

14. Add or edit the description WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

15. See your activity feed WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

16. Add tasks, log calls, or book meetings WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

17. Convert the lead or open it in Salesforce WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

18. Add more ﬁelds here WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

19. Decide which statuses you want to see, and how many days they can stay in the same status before they pop up. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

20. Go to options to modify the list to your needs. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. Choose how long a lead can stay in the same status. You can set the same number on all statuses, or specify by status. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Want the same number of days on all statuses?

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Want the same number of days on all statuses?

24. Some stages need a bit more time than others. We recommend to use status speciﬁc thresholds! WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

25. This number of days will apply to all of the leads that you don’t choose speciﬁcally WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS This number of days will apply to all of the leads that you don’t choose speciﬁcally

27. WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS These leads will show up according to the status speciﬁc thresholds

28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS These leads will show up according to the status speciﬁc thresholds In ��this ��example ��leads ��that ��has ��been ��in ��status ��“Open ��-‐ ��Not �� Contacted” ��will ��show ��up ��a:er ��1 ��day. ��Leads ��in ��“Working ��-‐ �� Contacted” ��will ��show ��up ��a:er ��3 ��days. �� All ��other ��stages ��will ��trigger ��a:er ��4 ��days.

29. Then set the order WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

30. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Then set the order

31. This will make you even faster. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

32. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO

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