The Proper Lead Flow in Podio

Scott CostelloAll, Blog, Featured 20 Comments

In this article I want to talk about your Lead Flow (or Sales Funnel). What I'm talking about in simpler terms is the process in which you keep track of the different stages of a lead...From Prospect to Deal and every step in between. A good CRM will have a clearly defined lead flow. The advantage to this approach is it clearly defines where a lead is and what needs to happen next. A lead is in the follow up ...