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A
Anonymous
April 19, 2015
Question

Revenue Cycle- Where are you putting SFDC created leads?

  • April 19, 2015
  • 3 replies
  • 1118 views
Just taking a poll on best practices regarding "Sales Created" leads and contacts in SFDC and where you're putting them in the revenue cycle model? I am curious if others are taking the new CONTACTS specifically and whether you add them to the model as Sales Accepted Lead ? Or do you not even add Sales Created contacts to your cycle to maintain a more marketing-centric focus on the conversion metrics from stage to stage? 
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3 replies

A
Anonymous
April 20, 2015
If the created lead is just a lead I would conider as "MQL". 
Josh_Hill13
Josh_Hill13
Level 10
April 20, 2015
you should discuss this, but typically
SFDC Lead=MQL or SAL
SFDC Contact=SQL

and these are managed by separate workflows.
 
A
Anonymous
April 21, 2015
Thanks for the responses. Josh, this is exactly the affirmation I needed - I thought to do the same but hearing it again confirms my thoughts. Can you please ellaborate on what you mean by separate workflows? 
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