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Lead Generated - PowerPoint PPT Presentation


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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.

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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

  • 3. JFD then sends the information to the relevant Sales representative via email/phone
  • 4. Sales representative contacts lead within 24 hours of receiving lead

SalesForce

Sales Rep

Customer

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