STEPS:
After speaking with the lead and finding out their timeline,
CHANGE THE STAGE to ABCD in the lead’s profile
ADD TAG ‘Cultivate Seller’ or ‘Cultivate Buyer’
That’s it!
WHAT DOES THIS DO?
Creates a Deal Card in the ‘Seller - Cultivate’ or ‘Buyer - Cultivate’ Deals Pipeline so you can see your ABC & D Nurture Leads visually
WHAT IF I NEED TO CHANGE THEIR STAGE (so I remember to check-in more frequently)?
At this time, you will need to move the DEAL CARD to the new stage and it will change the stage in the lead’s profile (it doesn’t work the other way around)