Revision: 3bccdcbf7d

Edited Actions & Activities

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administrator edited on Jan 23, 2023, 11:55:43 PM

@@ -1 +1,26 @@

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+> The sales employee should select **Lead** type of the activity to record any action which is performed on a lead

+### Actions on Leads & Related Activities

+Below are the activities that are planned to be recorded when a action on a lead is performed

+> Type --> Lead

+#### Prospecting

+> Subject --> **Prospecting**

+This subject on the Lead type activity is used to record the actions which are performed when a sales employee is performing sales actions on a prospective lead

+![Screenshot 2023 01 23 at 11.58.25 PM](/private/files/Screenshot 2023-01-23 at 11.58.25 PM.png)

+##### Outcomes

+1. Introduced myself

+2. Emailed company profile

+3. Arranged an appointment

+4. Review prospect’s product portfolio

+5. Arranged a product presentation

+6. Qualified for sampling – Yes

+7. Qualified for sampling – No

+8. Read comments