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Lead workflow


The Lead Space application allows you to speed up decision making by following a standard workflow through which your leads can be tracked and evaluated by S&E scouts.

Workflow stages overview

Workflow stages indicate the status of a lead.

Screening

All new leads are automatically put in Screening. When a lead is in screening, you can rapidly start working on them by putting them in Review or decline them.

Screening.png

Review

This stage is where you start to work on your lead - do research and decide if it is interesting for your company.
Click on the yellow Review button to accept, decline, or put the lead on hold.

Review.png

When you put the lead on hold, you can set up a reminder date to know when to come back to it.

OnHold_Reminder.png

On-Hold

Here are all the leads for which you are waiting for more information.

OnHold.png

Accepted

When the lead is accepted, it can be moved to Inova (coming soon). It can also be put back into review if necessary.

Accepted.png

Declined

Decline your lead when you decide it is not interesting for your company. This is not a permanent action, you can always restart reviewing declined leads.

Declined.png

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