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Lead for a Gathering Account (System Generated (Territory that has Hunting…
Lead for a Gathering Account
System Generated
Territory that has Hunting and Gathering Researchers
If account shows
ALL
of the following:
No Opportunities
No Discussion for Package Renewal
No Recent communication from RM( 2-months)
No Active Package
No Recent Commnucation from a Gathering Researcher( 2-months)
Action:
Match the account
If account shows
atleast one
of the following:
Open/In progress Opportunities
Discussion for Package Renewal
Recent communication from RM( 2-months)
Active Package
Action:
Notify the RM
If account shows :
. Recent communication from a
Gathering Researcher
( 2-months)
Action:
Send the Lead to the Gathering Researcher
Gathering Researcher should do the proper action depends on the Qualification result. If lead has been created, the leads should be tagged as
Inbound Lead
Territory that have Hunting Researchers only
If account shows:
Open/In progress Opportunities
Discussion for Package Renewal
Recent communication from RM( 2-months)
Active Package
Action:
Notify the RM
If account shows
ALL
of the following:
No Opportunities
No Discussion for Package Renewal
No Recent communication from RM( 2-months)
No Active Package
Action:
Match the account
Inquiry
Territory that has Hunting and Gathering Researchers
If account shows
atleast one
of the following:
Open/In progress Opportunities
Discussion for Package Renewal
Recent communication from RM( 2-months)
Active Package
Action
:
Notify the RM thru Email and
Create a To-do Task for RM
Put a communication in the account
If account shows
ALL
of the following:
No Opportunities
No Discussion for Package Renewal
No Recent communication from RM( 2-months)
No Active Package
No Recent Commnucation from a Gathering Researcher( 2-months)
Action
:
Get all Contact details and send email to Gathering Researchers
If account shows :
. Recent communication from a
Gathering Researcher
( 2-months)
Action:
Send the Lead to the Gathering Researcher
Gathering Researchers should do the proper action depends on the Qualification result. If lead has been created, the leads should be tagged as
Inbound Lead
Territory that have Hunting Researchers only
If account shows:
Open/In progress Opportunities
Discussion for Package Renewal
Recent communication from RM( 2-months)
Active Package
Action
:
Notify the RM thru Email and
Create a To-do Task for RM
Put a communication in the account
If account shows
ALL
of the following:
No Opportunities
No Discussion for Package Renewal
No Recent communication from RM( 2-months)
No Active Package
Action
:
Create and Matched the Lead
Send email to the RM