September 23rd, 2009, by Laura Cross Be the first to comment
Best Practice Tip – Don’t Combine Lead Stage and Lead/Contact Type
I created a post on a Best Practice Tip for Lead Stages a while ago and since then a coaching situation has come up again and again….some organizations combine Lead Stage and Lead/Contact Type in one field.
Most marketing organizations are trying to understand (1) where is the prospect in my buying cycle? and (2) who are they to my organization? And these two questions do not have the same answer key…
You should not combine Lead Stage and Lead/Contact Type in one field.
Lead Stage fields we recommend:
- Suspect
- Inquiry
- Marketing Qualified Lead (MQL)
- Sales Accepted Lead (SAL)
- Sales Rejected / Recycled Lead (SRL)
- Sales Qualified Lead (SQL)
- Customer
Lead / Contact Type fields we recommend:
- Prospect
- Customer
- Partner
- Competitor
- Employee
- Press
- Analyst
- Student
- Vendor
Be the first to comment
Subscribe to read this post's comments in a RSS feed
This post's tags: contact type, lead stage, lead type
Posted in: Contact Management, Lead Management
Posted in: Contact Management, Lead Management
