Lead Management and Conversion Workflow

Start of the Workflow/Process.

Retrieve incoming lead information from the Leads Data Model.

Initialize a new entry in the Leads Data Model to track the new prospect.

Update the lead entry with the specific attribution source (e.g., Web, Referral, Cold Call).

Create a task for the assigned Sales Representative to perform initial outreach.

Create a task containing a checklist to verify budget, authority, need, and timeline (BANT).

Send an automated introductory email to the lead's email address.

Calculate a score based on lead attributes like industry, company size, and engagement level.

Write the calculated score back into the Lead Data Model.

Get existing entries from the Accounts Data Model to see if the lead belongs to an existing client.

Compare lead email/phone against existing records to identify duplicates.

Delete the redundant lead entry if a duplicate is identified.

Create a follow-up task to schedule a meeting once the lead is qualified.

Create a new entry in the Opportunities Data Model once the lead reaches 'Qualified' status.

Aggregate the total potential revenue from all active opportunities in this stage.

Send a text notification to the Sales Rep when a high-value lead is assigned.

Create a report summarizing leads converted to opportunities during the last 24 hours.

Send an email to the Sales Manager when a 'Closed-Won' opportunity is detected.

End of the Workflow/Process.