- Regular Follow-ups: Ensure you follow up regularly with leads, especially with those who show interest. Use the reminder system to keep track of when to reach out.
- Segment Leads Based on Priority: Use tags and status to prioritize leads. Focus on “Hot” leads who are more likely to convert while nurturing “Cold” leads over time.
- Maintain Accurate Lead Information: Always ensure that the information you enter for each lead is accurate and up-to-date. This helps you track leads effectively and provide a better customer experience.
- Set Up Lead Scoring: If applicable, implement a lead scoring system to assign value to leads based on criteria like engagement, budget, or readiness to purchase.
Best Practices for Lead Management
< 1 min read
Updated on May 1, 2025
