Setting a status on a prospect in Lead Scout is a fundamental step in optimizing your sales canvassing and door knocking process. This article guides you through the simple process of assigning statuses to prospects and explains why it's crucial for your sales strategy.
How to set a status on a prospect
Create a new prospect or open an existing prospect: Begin by adding a new prospect to the map (Long press on the map to add a new prospect) or tapping an existing prospect.
Choose a status: When the prospect details pop up, locate the "Statuses" (on mobile, you can scroll from side to side to see more statuses).
Select the appropriate status: Choose the status that best represents where the prospect stands in your sales qualification process.
Frequently asked questions
Will other team members see the statuses I set? Yes, all team members will see statuses set on prospects within the account.
Can I set a status more than once? Yes, you can easily update a status if the prospect's disposition has changed since the last time you visited that prospect.
Can I set a customize or reorder the statuses? No, not at this time, although these are two features we currently have in our plans for development.
The importance of statuses
Assigning a status to each prospect helps you streamline your sales workflow and prioritize your efforts effectively. Here's why it matters:
Lead Prioritization: Statuses help you identify which prospects are hot leads and should be prioritized for immediate attention.
Sales Pipeline Management: It assists in tracking prospects through various stages of your sales funnel, ensuring no potential opportunity is overlooked.
Team Collaboration: Statuses provide a shared understanding among your team members, enhancing collaboration and sales strategy alignment.
Data-Driven Decisions: By analyzing prospects' statuses, you can make data-driven decisions to refine your canvassing approach.
Setting a status on a prospect is a simple yet powerful tool for managing your sales pipeline, enhancing team collaboration, and making informed decisions. Make it an integral part of your canvassing process in Lead Scout.
More questions? Contact support@leadscoutapp.com