Sales Creatio, team edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Lead distribution result

After confirming and entering the required information on the distribution page, choose a strategy for working with the customer.

If the customer's interest is confirmed, advance the lead to the next stage to specify the need. To do this, in the [Distribute] button menu select the [Start proceeding to handoff] command. As a result, the lead proceeds to the “Handoff to sales” stage. If the [Remind owner] checkbox is selected on the distribution page, a notification will be sent to the user responsible for proceeding the lead to handoff.

If there is no point in communicating at the moment, but the customer has a postponed interest, select the [Continue nurturing] command in the [Distribute] button menu. As a result, the lead remains at the distribution stage, and you can continue working on it later.

If the customer is no longer interested in your products or services, select the [Not interested] result. The lead will advance to the “Not interested” stage.

See also

Lead handoff to sales

Leads FAQ

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