Gears Posted March 16, 2009 Share Posted March 16, 2009 What's the difference between a Lost and a Dead quote? I'm curious. 0 Quote Link to comment Share on other sites More sharing options...
hightekhosting Posted March 17, 2009 Share Posted March 17, 2009 What's the difference between a Lost and a Dead quote? I'm curious. One doesn't have a GPS and therefore got lost and the other is when a quote has passed away due to personal illness or other major life ending moment ? 0 Quote Link to comment Share on other sites More sharing options...
Gears Posted March 18, 2009 Author Share Posted March 18, 2009 One doesn't have a GPS and therefore got lost and the other is when a quote has passed away due to personal illness or other major life ending moment ? [My smiley face sums up my response but whmcs won't let me post such a short message, so now it's awkward] 0 Quote Link to comment Share on other sites More sharing options...
WisTex Posted March 19, 2009 Share Posted March 19, 2009 (edited) I am not sure what is meant here, but I have seen similar terminology in other systems that track leads. One possible way to look at it is: Lost = Was a legitimate lead, but after talking with the prospect, they decided to not use our services, and perhaps used a competitor. May be possible to follow up later and get their business with a better deal (e.g. when their contract runs out next year, you approach them with a deal that beats whoever they went with instead of you). Dead = Either not a legitimate lead, or a legitimate lead that is not worth pursuing (no possibility for sale). Again, this is just what I have seen in other lead systems, so that may not be what the WHMCS developers intended here. Another possible category, that applies more to lead systems than quote systems is Junk. A Junk lead would be one that is not a legitimate lead, or has no possibility of a sale (competitor trying to see what you charge, window shopping prospect with little interest in actually buying, not a good prospect for product/services they are inquiring about, etc.). Edited March 19, 2009 by WisTex 0 Quote Link to comment Share on other sites More sharing options...
WisTex Posted March 19, 2009 Share Posted March 19, 2009 [My smiley face sums up my response but whmcs won't let me post such a short message, so now it's awkward] I know what you mean. 0 Quote Link to comment Share on other sites More sharing options...
Gears Posted March 19, 2009 Author Share Posted March 19, 2009 I am not sure what is meant here, but I have seen similar terminology in other systems that track leads. One possible way to look at it is: Lost = Was a legitimate lead, but after talking with the prospect, they decided to not use our services, and perhaps used a competitor. May be possible to follow up later and get their business with a better deal (e.g. when their contract runs out next year, you approach them with a deal that beats whoever they went with instead of you). Dead = Either not a legitimate lead, or a legitimate lead that is not worth pursuing (no possibility for sale). Again, this is just what I have seen in other lead systems, so that may not be what the WHMCS developers intended here. Another possible category, that applies more to lead systems than quote systems is Junk. A Junk lead would be one that is not a legitimate lead, or has no possibility of a sale (competitor trying to see what you charge, window shopping prospect with little interest in actually buying, not a good prospect for product/services they are inquiring about, etc.). Awesome, thank you. 0 Quote Link to comment Share on other sites More sharing options...
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