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Sales Overview Part 2 - Leads & Prospects (Accounts for Sales Teams)

To provide a step-by-step guide for sales team members on how to effectively manage accounts, track prospecting activities, make notes, create deals, and pitch deals using the Trak workspace.

Key Steps:

  1. Understanding Leads and Prospects:
    • Leads are accounts without proposed dollars, while prospects are accounts that have been pitched inventory.
    • Filter leads and prospects to view in the Trak workspace.
  2. Managing Leads:
    • Click on a lead account to view details.
    • Use the main box to categorize leads as cold, neutral, or hot prospects.
    • Timestamp notes to keep track of activities.
    • Update last activity to monitor progress.
  3. Creating Deals:
    • Once a deal is proposed, open the account to view deal details.
    • Edit and customize deal information.
    • Add notes, fields, and files related to the deal.
    • Upload sales presentations for reference.
  4. Finalizing Partnerships:
    • Monitor the progress of deals and aim for partnership conversion.
    • Manage active partnerships for ongoing account management.

Cautionary Notes:

  • Ensure accurate categorization of leads and prospects to avoid confusion.
  • Regularly update notes and activities to maintain a clear account history.
  • Double-check deal details and information before finalizing.

Tips for Efficiency:

  • Use timestamps for notes to track activities chronologically.
  • Keep all account-related information centralized within the account for easy access.
  • Regularly review and update account details to stay organized and proactive in managing accounts.