How can I review my sales funnel to see what prospects I've converted?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
The following feature is a unique feature of the ‘Corporate Marketing Persona’ Dashboard, for information about the layout and features of this Dashboard configuration, see Dashboard Overview: Corporate Marketing
The “Prospect Conversions” chart facilitates coordination between sales and marketing users by allowing marketing users to distinguish between leads that are sales-ready and leads that still need to be marketed to. The chart can be found at the bottom of the marketing dashboard.
Once a User flags a Contact as a possible “Lead”, the platform automatically assigns a designation based on the lead’s Interest Level rating and past interactions:
- A lead that is rated as “Not Sure or other”, would be categorized as a “Visitor”.
- A lead rated between “Medium” and “High” would be a “Marketing Qualified Lead”.
- A lead rated between “High” and “Hot” would be considered a “Sales Qualified Lead”.
- Any lead rated “Hot” and above would be considered a “Sales Ready Lead”.
- Any lead that purchased a good or service would be a “Customer”.
For information on how to manually adjust a Contact’s status and interest level ratings, see How do I manually adjust the Interest Level rating of an individual Contact?
‘Prospect Conversions’ Settings:
A. Select time frame
B. Open Contact list for this category
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