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FMontag
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Member since ‎Aug 10, 2021
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Florian Montag

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FMontag on July 11, 2023
Distributing qualified SQL's for AEs to accept and make them an opportunity
Hi all, what is the best practice for the use case below: - Our SDR/BDR qualifies inbound leads and after the successful qualification organizes a video call with our AE, BDR, and customer. If the AE accepts the lead then the AE creates a deal read more
Reply Discussion Enterprise
1 upvote
4 Replies
FMontag
Participant
July 13, 2023
Hi Dan, thanks for your response and feedback. This makes sense, I have to see what the tracking will look like, as we currently change the lifec...read more
Solved
FMontag on July 11, 2023
Distributing qualified SQL's for AEs to accept and make them an opportunity
Hi all, what is the best practice for the use case below: - Our SDR/BDR qualifies inbound leads and after the successful qualification organizes a video call with our AE, BDR, and customer. If the AE accepts the lead then the AE creates a deal read more
Reply Discussion Enterprise
1 upvote
4 Replies
FMontag
Participant
July 13, 2023
Hi Dan, thanks for your response and feedback. This makes sense, I have to see what the tracking will look like, as we currently change the lifec...read more
Solved
FMontag on December 30, 2022
How do you handle "On-hold" deals in your sales pipeline
Hi all, I have a question about best practices on how to handle deals which are "on-hold" within your sales pipeline. The use-case is that we work with a lot of SME's as prospects who can be quite on-and-off due to seasonality and other reaso read more
Reply Discussion Sales
1 upvote
7 Replies
FMontag
Participant
January 03, 2023
I will create a new pipeline for on-hold deals that makes the most sense. Thanks a lot for your support! Best, Florian
Solved
FMontag on December 30, 2022
How do you handle "On-hold" deals in your sales pipeline
Hi all, I have a question about best practices on how to handle deals which are "on-hold" within your sales pipeline. The use-case is that we work with a lot of SME's as prospects who can be quite on-and-off due to seasonality and other reaso read more
Reply Discussion Sales
1 upvote
7 Replies
FMontag
Participant
January 03, 2023
I will create a new pipeline for on-hold deals that makes the most sense. Thanks a lot for your support! Best, Florian
Solved
FMontag on December 30, 2022
How do you handle "On-hold" deals in your sales pipeline
Hi all, I have a question about best practices on how to handle deals which are "on-hold" within your sales pipeline. The use-case is that we work with a lot of SME's as prospects who can be quite on-and-off due to seasonality and other reaso read more
Reply Discussion Sales
1 upvote
7 Replies
FMontag
Participant
January 03, 2023
I will create a new pipeline for on-hold deals that makes the most sense. Thanks a lot for your support! Best, Florian
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