What to do if they don't qualify as a lead

LEADS THAT DO NOT QUALIFY

If a potential retailer does not qualify as a lead:

• We make appropriate notes in CRM, update status and schedule a follow-up in either:
  • 6 months
  • 1 year
  • other
  • or not at all

Sometimes the timing may not be right. Things may change in 6 months or a year.

Sometimes, there are customers who, for whatever reason, are not a good match.

Please note and close out account from active leads.