Leads stuck in status NEVER LET A LEAD STAY IN THE SAME STATUS FOR TOO LONG. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
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Leads stuck in statusN E V E R L E T A L E A D S TAY I N T H E S A M E S TAT U S F O R TO O LO N G .
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
When you handle a lot of leads at the same time it’s hard to keep track of all of them.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
A lead needs to keep moving, otherwise it turns cold.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Have a next step planned and do not let it stay in the same
status for too long.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
L E T U S P R E S E N T:
Leads stuck in status
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
See leads that you haven’t acted upon within a number of days. Brisk helps
you to remember who to contact.
E M B A R R A S S I N G LY O L D !
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
See leads that you haven’t acted upon within a number of days. Brisk helps
you to remember who to contact.
Every section shows you leads that haven’t moved the way you
want them, sorted by status.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Click within this area to get more details
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Click to edit status
Click “Read more” to get more details
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
You can edit basic information
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Search lead on LinkedIn
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Change the lead status
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Add or edit the description
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
See your activity feed
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N SW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Add tasks, log calls, or book meetings
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Convert the lead or open it in Salesforce
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Add more fields here
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Decide which statuses you want to see, and how many days they can stay in the
same status before they pop up.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Go to options to modify the list to your needs.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Choose how long a lead can stay in the same status. You can set the same number
on all statuses, or specify by status.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Want the same number of days on all statuses?
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Want the same number of days on all statuses?
Some stages need a bit more time than others. We recommend to use status
specific thresholds!
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
This number of days will apply to all of the leads that you don’t choose specifically
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
This number of days will apply to all of the leads that you don’t choose specifically
WELCOME • T H E I S S U E • T H E S O L U T I O N • OPTIONSW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
These leads will show up according to the status specific thresholds
WELCOME • T H E I S S U E • T H E S O L U T I O N • OPTIONSW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
These leads will show up according to the status specific thresholds
In this example leads that has been in status “Open -‐ Not Contacted” will show up a:er 1 day. Leads in “Working -‐ Contacted” will show up a:er 3 days.
All other stages will trigger a:er 4 days.
Then set the order
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Then set the order
This will make you even faster.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
FOR SALESFORCE.COM
F O L LO W U S O N S O C I A L M E D I A
O R V I S I T O U R W E B S I T E B R I S K . I O
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