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Lead Information
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Lead Tips
Clear Title
Use descriptive titles that summarize the opportunity
Accurate Value
Estimate realistic values based on similar projects
Follow-up Dates
Set reminders to follow up with hot leads
Source Tracking
Track where leads come from to measure marketing effectiveness
Status Guide
New Just received, needs initial contact
Contacted Initial contact made
Qualified Lead meets criteria, ready for proposal
Proposal Proposal sent, awaiting response
Negotiation In negotiations, close to winning
Closed Won Deal won, convert to customer
Closed Lost Deal lost, archive for analysis
Conversion Rates
New → Qualified
30%
Qualified → Proposal
50%
Proposal → Closed Won
25%
Average Time to Close

45 days