Hi, what do you recommend is the best way to manage LP leads that were interested at one point but fell through in order to get back to them after 6 months. How do you manage these leads in decile hub?
1 reply
Hi Cristian, thanks for reaching out. If an LP lead was interested but fell through, you can move them to a specific stage in the pipeline that denotes this status. You can also add notes or set reminders for each lead. After 6 months, you can filter or search for these leads in the pipeline and reach out to them again. Customizing stages and using tags can also help in managing and categorizing these leads.
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