Get familiarized with the Bloobirds lead's status, as they will guide you through your day-to-day:
A SDR is currently prospecting the lead. You should follow the prospecting cadence to get in touch with the lead. Once a lead has the status On Prospection or a later status we recommend always having a next step planned. This is the way to guarantee that every company follows the sales funnel.
An SDR has contacted the lead. In this status, the objective is to fill in the qualifying questions to assess the business potential and awaken the lead's curiosity in order to schedule a meeting with the Account Executive.
It's a semi-automatic status and It's usually used when there is a correct contact with the lead. You can activate a workflow so the lead changes to contacted when incoming activity is received.
The lead has demonstrated interest in the solution and has answered the qualifying questions. We recommend you add tasks manually to convert the touch to a meeting.
When the Account Executive, considers there is a business potential will decide to create an opportunity. The lead becomes a contact. This status indicates that the lead is already in the sales pipeline or is about to become a client.
When it has not been possible to contact the lead after the defined cadence, the SDR must decide whether to change the status of the company to: