Standard Operating Procedure (SOP) CRM Lead Management
CRM Lead Management – BODY TIME Applies to: All Sales RepsProducts Covered: iBody Smart EMS Home Training System, Eximia Body ContouringCRM Statuses Used: Open, Won, Lost, AbandonGoal: Ensure efficient, consistent lead handling and maximize conversions. ✅ 1. CRM Status Definitions Status Definition OPEN Active lead still being worked on. Requires follow-up. WON Sale successfully closed. Payment received. LOST Lead … Continue reading Standard Operating Procedure (SOP) CRM Lead Management
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