In Conversation
For the In conversation stage. you must add the following information to the lead in order to move the lead to a different stage:
- Decision maker identified (You can choose from the following options: Yes, No, Need to confirm)
- Pain points (You can freely enter any text here in the box to include any pain points you've identified)
- Interest (You can choose from the following options: Low, High, Medium)
- Qualification (You can choose from the following options: Yes, No, In the future)
Remember that in order to move the lead to a different stage, all the above information should be filled out.
You can see the fields that were previously filled out in the Cold Leads stage below.
You also have the option to check out the future fields that could be filled out in further stages, so if there's any information you can enter from this stage, you can add it here. To see these fields, click on Show hidden fields. More about these fields in the articles about further stages.
