The seller leader will be responsible for assigning each

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SharpSpring, identifies the lead and the form they answered , the CRM will automatically send an email with information about the product or service. Now that SharpSpring knows where the lead is coming from, it classifies it, divides the leads, and assigns them to each sales leader . Each sales leader will receive an email confirming that a new lead has entered the platform. lead to the seller, as we have already said before, all this can be visible in the contact manager, as you can see the CRM works as an ally to generate new leads .

When the salesperson has their lead assigned, they will create a sales opportunity where they will assign what stage of the sales process that lead is in . Opportunity Health Report Sharpspring offers Indonesia WhatsApp Number Data us multiple tools to understand the work our sellers are doing, one of these tools is the Opportunity Health Report, which tells us which opportunities are presenting problems such as low interaction or are stagnant .

You can do this report with filters so that you can obtain more detailed information according to the data you need. Here in this section you can see the activity that your sellers have had with that lead that has been converted into an opportunity, that is, it will show you what stage of the sales funnel it is in and what follow-up the seller has given it.