Inbound Workflows Sum up | Baamboozle - Baamboozle

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What do we do after the RH comes through our inbox mail?

Check the lead in the system, use email, call + send an email + leave a comment in the lead

How can we understand that the lead is an EB?

in Timeline or Marketing qualification section

How do we set an SQL in work creatio? describe steps

In sales cadences steps click phone button + meeting scheduled - add comment - click save - fill the form, assign to Maria

How do we work with our pipeline?

Contact each lead one by one according to their priority. Leave comments in leads (fulfill activities), close the lead if needed

What is the lead priory?

1. EC RH 2. SMB RH 3. PQL 4. no acc leads

What if need to set sql asap but the lead is still on 1st stage and not assigned to us ?

Ask database team to assigned the lead to you in Teams group