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TEAM JOY
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Lead Tracker
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One simple place to track your people so nobody falls through the cracks.
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How to use it
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• Add a row for every person you talk to. Don't overthink it.
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• Pick a Stage from the dropdown as they move along.
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• Set a Next touch date so you always know who to follow up with.
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• The fortune is in the follow-up. Check this once a day.
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What the stages mean
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StageWhat it means
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NewJust added. You haven't really started the conversation yet.
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InvitedYou invited them to an event, the webinar, or sent the quiz.
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AttendedThey showed up or watched. Time to follow up.
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Following upIn conversation. Staying in connection with value.
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CustomerThey ordered. Keep checking in and supporting them.
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Not nowNot the right time. Stay friendly, circle back later.
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Pipeline at a glance
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New1
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Invited1
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Attended0
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Following up1
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Customer0
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Not now0
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