Prospect Management Plan Template
The Sales Administrators should process incoming leads according to the Qualifying Lead Procedure, determine status of lead quality according to defined categories, and take the appropriate action as determined by the Prospect Management Plan Template. SL1020-1 PROSPECT MANAGEMENT PLAN describes the necessary actions to be taken for each type of lead. A lead is defined as any potential customer whose name and/or information was garnered through sales, marketing, or advertising techniques.
Sales Administrators and Professional Sales Staff should submit regular (daily/weekly/monthly) reports to Sales Management with information on the number of incoming leads and their sources, qualified leads and their sources, and sales and their lead sources. The Sales Administrator should evaluate the lead and its associated information and make a determination on the qualifying status and the required action according to the Prospect Management Plan Template.
Prospect Management Plan Template Details
Format: Microsoft Word 2013 (.docx)
Manual: Sales and Marketing
Procedure: Qualifying Leads Procedure SL1020
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