Leads and CRM
How do I stop leads from falling through the cracks?
Give every lead one record, one owner, and one next action. Capture leads automatically where possible, set follow-up deadlines, and alert someone when a lead has no owner or has been sitting too long. A lead should never depend on someone remembering to check an inbox or spreadsheet.
What to check
- Does every lead have an owner?
- Is the next action and due date visible?
- Are unassigned or overdue leads flagged automatically?