Building a Successful Lead Handoff Between Sales & ...

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. The “Sales Accepted Lead” (SAL) “Once the lead is accepted by Sales and becomes a SAL, the lead is formally handed off and becomes the responsibility of the Sales team -- what happens next is based on your SLA (not to be confused with SAL).” Lead-to-Opportunity Flow

   In Handoff ownership and SLAs

2. The “Sales Accepted Lead” (SAL) “Once the lead is accepted by Sales and becomes a SAL, the lead is formally handed off and becomes the responsibility of the Sales team -- what happens next is based on your SLA (not to be confused with SAL).” Lead-to-Opportunity Flow

   In Hand-off to sales

3. When assigning leads between your Sales reps, remember to keep it as simple as possible. These are the most common types of lead assignments: “Round Robin: Leads are randomly assigned to the next sales rep on the list” Account-Based: SDRs and AEs are assigned to a list of target accounts

   In Lead routing and assignment