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[en] FunnelCake's Lead Stages

[en] FunnelCake classifies Salesforce leads and contacts under these six stages:

  1. [en] Raw: Raw leads have been created in Salesforce, but have not been marketing qualified and assigned to a rep. Raw leads do not appear in FunnelCake.

    1. [en] FunnelCake defines raw leads as leads that don't have an assigned date and aren't in a lead/contact status classified as Nurture or Unqualified.

  2. [en] Assigned: Assigned leads are marketing qualified and have an owner, but have not yet been worked.

    1. [en] FunnelCake defines assigned leads as leads and contacts with an assigned date and zero Salesforce tasks or events logged by the lead owner.

  3. [en] Working: Working leads are marketing qualified leads being worked by a rep.

    1. [en] FunnelCake defines them as leads and contacts with an assigned date and at least one Salesforce task or event logged by the lead owner.

  4. [en] Qualified: Qualified leads are sales accepted leads that are ready to be worked through the opportunity funnel.

    1. [en] FunnelCake defines them as leads and contacts with an opportunity contact role after the assigned date. An opportunity contact role is created when a lead is converted to a contact in Salesforce and has an opportunity associated with it.

  5. [en] Unqualified: Unqualified leads are leads that are not looking to purchase your product.

    1. [en] FunnelCake defines them as leads and contacts with a Salesforce Lead status or Contact status that is classified as an unqualified stage.

      ヒント

      [en] To find your company's Unqualified lead and contact statuses, visit: {yourcompanyname}.getfunnelcake.com/settings/leads. To modify these statuses, please reach out to your FunnelCake customer success manager.

  6. [en] Nurture: Leads in Nurture are potential customers that are currently not looking purchase your product, but may become interested at a later date.

    1. [en] FunnelCake defines them as leads and contacts with a Salesforce Lead status or Contact status that is classified as a nurture stage.

      ヒント

      [en] To find your company's Nurture lead and contact statuses, visit: {yourcompanyname}.getfunnelcake.com/settings/leads. To modify these statuses, please reach out to your FunnelCake customer success manager.