We are looking for to set one team to prospecting and then another to negociate and close deals.
The idea is to have to specialized teams, so in this case team A will be working with the prospect until it got qualified. Then another team will continue the process and will close the deal.
Have someone set something like this in freshsales? We have not solve yet how to autoassign to team B, and where teams should be performing their tasks, but we have thought in a couple of alternatives:
- Team A will be working in Freshsales leads module until conversion and then the deal will be in hands of the team B. In that case how can we autoassign the deal to team B?
- Team A will be working in Freshsales leads module, then convert into a certain pipeline and then from certain stage team B start working. In that case, how can we autoassign the deal to team B
If you have something similar or ideas please share them with me. I’ll be happy to read you!
Best answer by gururag.kalanidhiView original