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What to do with leads sales doesn't want (small company size)

Question asked by Jason Alford on Nov 26, 2018
Latest reply on Nov 27, 2018 by Floyd Alvares

I like coming to the board to see how other people do things, and see if someone is doing something similar

 

We don't want to pass leads with a small company size off to our sales team, and we'd prefer to encourage those under a certain "Num Employees" to do a self service type of deal where you can go to our website and purchase the product there. Anything above our Num Employees threshold would go through the lifecycle as normal. I'm not even sure there is a way to monitor our wins and losses from these leads if we don't want to pass them off to sales...

 

I'm just curious if there's anyone with a similar situation where you say: this person is from a 5 person company we'd rather have them purchase via our website then pass them on to sales and how you handle that.

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