Handoff to Marketing
If a rep has reached out to a prospect and qualified the prospect fits the target profile, shows interest but it not ready to make a purchase decision, the rep can pass the prospect to Marketing for nurturing.
Step 1: Contact/Lead is part of a Sequence. Go to the Contact or Lead record and select the Sequences tab
Step 2: Click on the Next Sales Activity
Step 3: The Activity window opens, Select the action Close Activity. The Close Activity window is displayed
Step 4: In the next steps select End Sequence, provide a close status and in follow up Action select Handoff to Marketing, Click Ok.
Step 5: Handoff to Marketing window opens. Add a Reason for Transition & Save. Prospect will be transferred to the marketing team for nurturing
Step 6: Once the Contact or Lead has been Handed off to Marketing, they can be viewed in the Handoffs to Marketing section. Marketing can review the details of the prospect and determine how to best nurture the prospect, e.g. product of interest, buyer profile and add the prospect to the relevant Campaign Automation.