Great video and has many really important points. In your architecture, how would you handle a "Lead" that comes in through your "Book a Meeting" link on your site? Would you push it through "Leads" with some automations that would then push to "Deals", or would you jump it directly to "Deals"?
Great video and has many really important points.
In your architecture, how would you handle a "Lead" that comes in through your "Book a Meeting" link on your site? Would you push it through "Leads" with some automations that would then push to "Deals", or would you jump it directly to "Deals"?
For me booking a meeting is an opportunity. So I skip the Leads and move to Deals/Opportunities.