I am working on better defining our sales process within Aspire from the time a lead comes in to scheduling the site visit, then sending a proposal. We currently use the issue system for new leads up to the point that the site visit is complete, then create the opportunity from that issue. For example, we have multiple issue categories depending on where the lead is at in the process (1 - New Lead, 2 - Contacted, 3 - Site Visit Scheduled, 4 - Site Visit Complete, etc.) My goal is for our team to have a clear next step for every lead/issue & opportunity (won/lost/deferred within 21 days) whether that is scheduling a site visit, following up to a no response, or closing out an issue after 7 days of no response.
What we currently are doing is working, but we don’t have a clear SOP that everyone follows. In an effort to not overcomplicate the process, I would be interested to learn how any one else currently handles this.