Lead Generated. 1. Leads are generated from the different sources (website, Direct Mail, etc.). 2. This information is sent to JFD. JFD inputs the information into SalesForce which automatically sends email notification to the sales representative. JFD.
6. The Sale Representative then conducts the following steps on SalesForce.
5.Once contact has been attempted by the sales representative any information is then updated on SalesForce within ---.
Changes Lead Area from Location To Sales Representative
Logs Communication Activity
Adds a New Task
Update Any relevant Information Obtained From Contact
Updates Lead Status