Currently, all leads from marketing programs are passed to an Inside Sales team for follow-up/qualification. We're moving toward using lead scoring to act as a gatekeeper, but until then, here's our situation:
We run a lot of webinars, and when we do, we send an automated follow-up from the lead owner to registrants, which many times come from the ISRs. In some instances, the ISR has had several conversations and the lead/contact is nearly qualified. When that happens, I don't want to send out a cookie cutter message from the ISR. I'd like to be able to add some sort of flag that we'd then use in a smart list to exclude these people during follow up.
Does anyone have experience with a similar situation? We do the same for late stage prospect accounts, but it's a little trickier when these people could be a lead OR contact.
Thanks for the help!