Hello! How can we help?

This section explains the different stages of a lead.

Overall

Lead Space allows users to speed up the decision-making process by following a standard workflow through which the leads can be tracked and evaluated by S&E scouts.

Workflow statuses overview

Workflow statuses indicate the current stage of a lead.

Identification

All new leads are automatically put in Identification.

Identification.png

At this stage, users can click on the status button (in blue) to either move to Pre-CDA Review, or decline.

Identification_Status_Button.png

Pre-CDA Review

During this stage, users begin their research and determine how to proceed.

Pre-CDA_Review.png

Users can click on the current status button (in yellow) to either accept, decline, or put a lead on hold.

Pre-CDA_Review_Status_Button.png

When putting a lead on hold, users can set up a reminder date to know when to come back to it.

On-hold_Reminder.png

On-Hold

Clicking on the On-hold status shows a list of all leads associated with the user in this category.

On-hold.png

Users can click on the current status button (in gray) to either move to Pre-CDA Review or decline.

On-hold_Status_Button.png

Accepted

Once users update a lead from Pre-CDA Review to Accepted, the status will be shown in green.

Accepted.png

When a lead is accepted, it will automatically be saved in Inova Partnering Platform, allowing brief members to create an opportunity easily and efficiently*.

*Note: If changing the status of a lead from "Accepted" back to "Pre-CDA Review" is plausible, creating an opportunity is not recommended at this time; once an opportunity has been created, the status of an associated lead can no longer be updated.


To create an opportunity: A pop-up will appear as soon as the lead is moved to Accepted. The pop-up prompts the user to create an opportunity in Inova Partnering Platform.

Pop-up_Create_Opportunity.png

If an opportunity is not created at this time, a Create opportunity button will remain next to the Accepted status, allowing the user to create an opportunity at another time.

Create_Opportunity_Button.png

If an opportunity has been created from the lead, a View opportunity button will remain next to the Accepted status, allowing users with access to directly open the associated opportunity in Inova Partnering Platform.

View_Opportunity_Button.png

Even having been accepted, users can click on the current status button to move a lead back to Pre-CDA Review as long as an opportunity has not yet been created.

Accepted_Status_Button.png

Declined

Leads are declined when it has been determined that it is no longer of interest to the company.

Declined.png

Even having been declined, users can click on the current status button (in red) to move the lead back to Pre-CDA Review.

Declined_Status_Button.png