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Demo Completed (Closed Lost DEFINITION: Will not license soon. Should be…

- - - - New Task
        
        Assigned To: Hayley Advokat
        Type: Open Opportunity
        Subject: Follow Up
        Due Date: Day to check back in
        
        The goal of this is to help separate the Qualified Prospect that just aren't going to be ready until at least three months out. This way, I will receive a task to check in the day they said they are. Will eliminate QP's just sitting in that stage for too long.
- - - - Assigned To: Hayley Advokat
        Type: Open Opportunity
        Subject: Follow Up
        Due Date: less than or equal to three months
        Comments: Demo Notes
        
        WHY?
        
        The original problem occurred because these demos would happen, they wouldn't license, and they would get lost in translation. This way, there is an organized process to circle back to these qualified leads.
- - - - Assigned To: Hayley Advokat
        Type: Open Opportunity
        Subject: Follow Up
        Due Date: Day after task is being created
        
        WHY?
        
        The goal of 1-Prospect is to be moved out of 1-Prospect. I will touch these leads three times. If reached, I will schedule and assess accordingly, if not, they will be moved to Closed Lost Reason: Unresponsive