I just wanted to give you additional information on my previous response. I just wanted to touch base on the way a lead is managed in Method.
1. A lead can be generated from advertisements, employee referrals, external referrals, trade shows, websites, call center lists, and seminars.
2. These can then be entered into Method manually or imported using our “Import/Export” tool.
3. Once they are imported, they are considered unqualified and cold. They are unqualified because we didn’t initiate to contact them yet and cold because we don’t know if our products and services match their needs.
4. Once they have been contacted, we can change their Lead Status to “Qualified” from “Open”.
5. Depending if our products and services match their requirements, we give the lead a Lead Status rating of either “Cold”, “Warm”, or “Hot”.
a. Cold means that our products or services don’t match their requirements at this time
b. Warm means that we match some of their requirements at this time, but we could still persuade them to purchase the products that do meet their needs.
c. Hot means that we match all of their requirements at this time and we should contact them as soon as possible.
6. We can then attach this qualified lead to a new opportunity and manage our activity with them while we go through the sales lifecycle with them hopefully leading to an “Opportunity” stage of “Closed Won”
7. If this opportunity was lost, as it was in your case, it could have been because of two reasons:
a. Your products and services don’t meet their requirements at this time and probably won’t meet them in the near future In this case, it would be beneficial to mark the lead as “Inactive”.
b. Your products and services don’t meet their requirements at this time, but probably could meet them in the future. In this case, we would return the lead status to “Open”, return the lead rating to “Cold”, but keep them “Active” in the list. This would return this list to the general lead list where the sales representative can use them in the future to prospect products and services.
I hope this explanation of how a lead is managed in Method helps you out a bit further.