If the lead management business process is active, Creatio automatically adds linked activities and suggests steps that the user should take on each stage of lead processing:
1.Qualification
Populate the contact and legal entity data and select the type of customer’s need. Read more >>>
2.Distribution
Assign the lead owner. Read more >>>
3.Handoff to bank sales
On the [History] tab, open the ”Contact the customer and specify the availability and actuality of the need, budget, parameters as well as their role in decision-making” activity. Set the task result to "Handoff to bank sales". After the results are saved, the "Specify information required for handoff to bank sales" activity will be added. Read more >>>
4.Awaiting sale
After the "Specify information required for handoff to bank sales" activity is populated, the lead will be handed off to bank sales and will remain on the "Awaiting sale" stage. An opportunity connected to the lead is added automatically and is displayed on the lead page [History] tab. Read more >>>
5.Customer need has been satisfied.
See also
Video tutorials
