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Prospect tracking


1 comment

  • Official comment
    Katherine Mays

    One of the great time-saving things about Nutshell is that you don't need to "convert" between prospects, leads, deals, opportunities, or any of the other terms people use to talk about their potential new customers. 

    With that in mind, it often still makes sense to be able to track how valid a lead actually is! In Nutshell, the best way to track this conversion from a prospect (someone who you're not sure is a lead yet) to a real business lead is by building the prospecting step into your sales process. 

    If a prospect isn't valid, you would then cancel the lead. 

    If you do need to track companies or people that are prospective customers but aren't quite valid leads yet and you don't want to add them to your pipeline, it also makes sense to add the "Prospect" company type or tag a person "Prospect". 

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