Smart Farming Equipment Suppliers in Africa Workflow
Connecting African farmers with reliable suppliers of smart farming equipment, providing efficient access to cutting-edge technology and expert support.
New Lead Inbound
Qualify Lead
Send Customized Proposal
Follow Up on Proposal
Lead Converted to Opportunity
Update Opportunity Status
Assign Task to Salesperson
Send Finalized Quote
Customer Onboarding Process Begins
Schedule Kickoff Meeting
Post-Onboarding Review
New Lead Inbound
Type: Fill Checklist
New Lead Inbound This workflow step is triggered when a new lead arrives through various channels such as phone calls, walk-ins, online forms or social media. The purpose of this step is to capture and document essential information about the lead, including their contact details and preferences. The task involves verifying the accuracy of the provided information, creating a new record in the CRM system, and assigning a unique identifier to the lead. Additionally, the workflow will route the lead to the appropriate sales representative or team based on the lead's industry, location, or other relevant criteria. Upon completion of this step, the lead is now considered "Inbound" and ready for further processing, such as qualification, follow-up, and potential conversion into a customer.
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FAQ
How can I integrate this Workflow into my business?
You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.
How many ready-to-use Workflows do you offer?
We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.
What is the cost of using this form on your platform?
Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.
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