In this video, I talk about how to analyze and profile leads.
In the Status tab, we have the possibility to profile the lead according to 13 steps ranging from the initial “under consideration” stage to the stages commercially closest to winning the bid.
So we have now seen how to profile our lead according to a predefined sequence, in 13 steps, which can also be customized.
Bizmaker® Integration Tool is the only tool that allows you to import and analyze ICCA data with one click.
It is developed in Italy using the Claris Filemaker platform.
Credits: picture by Sebastiaan Ter Burg