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These are the current stages and statuses that we use for lead management along with how leads should move through both the process and the systems we use.
Lead stage indicates where a person is in the buyer journey. Tracking begins once a name is acquired by Marketing and follows the person as they enter, exit, and re-enter the buyer journey.
| Stage | Definition | Process | Criteria | Owner |
|---|---|---|---|---|
| Subscriber | ||||
| Lead | ||||
| MQL | ||||
| SQL | ||||
| Opportunity | ||||
| Customer | ||||
| Evangelist |
Lead status is used by the salesperson who is in the process of working with the prospect. These statuses are intended to help the sales team stay organized. Typically, the status immediately after "Prospect" is set by either marketing automation or sales. Later statuses are automated by Salesforce flows and are based on related object activity (an opportunity is created, closed, or lost).
| Status | Definition | Process | Criteria | Owner |
|---|---|---|---|---|
| New | ||||
| Assigned | ||||
| Attempting to Contact | ||||
| Contacted | ||||
| Qualified | ||||
| Unqualified |