B2B Leads Funnel

Deal creation

Ticket creation

Untitled

We are going to use the current REAP Funnel Spain.

The process will be the following:

We have the agency company, which will send us the leads.

We create and associate the deal to the company with a label of association.

Once the lead moves to 1st Visit Completed we will require the basic information from the deal.

We create the contact in these very moment. (Automatically), the trigger will be in the moment we change the deal stage and we will require the following information:

Name

Lastname

Phone number

⁠

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.