Funnels by person

1.Sales Development Rep (SDR) Funnel Untouched: Prospect in Pipedrive with all the required contact info. No sales activities have occurred on prospect  Contacted: Sales activities have begun into this prospect. ie: call, email, LinkedIn message  Responded: Prospect has responded Executed Call: A qualification call with prospect has occurred  Qualified: Prospect …

Leads

1. Untouched – sales rep has yet to execute any sales activities on this lead  2. Touched – sales rep has executed sales activities on this lead 3.Responded – leads has responded to the sales rep’s activities  4.Active Convo – the lead and the sales rep are in an active …

Sales Definitions

-Prospects (or Names): A database of names or a list that you are marketing to, in which people have not responded positively yet. -Leads: A lead is a prospect that has responded positively in some way to show their interest in what you have to offer, such as registering for …