Lead Qualification Process Diagram
A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.
You need to map out a repeatable process for qualifying sales leads in your CRM system.
We built the Lead Qualification Process Diagram to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system. There are different 'swimming lanes' depicting who is responsible for each step in the process including roles for Marketing Program Manager, Demand Generation Specialist, Inside Sales Rep, Account Executive, and Sales Manager. This lead qualification process can be easily operationalized in a real CRM system to ensure no duplicate leads are created and new contact records are updated and added to existing accounts.
- Simple operational lead qualification process
- Easy to edit to customize for your needs
- Breaks down process steps by role
- Save 4 hours of time formatting diagram
- Defines steps for qualifying a lead