# Managing multiple leads

- Link: https://eventengine.net/managing-multiple-leads/
- Published: 2020-02-19T08:00:00+00:00
- Author: rondayvoo

CRM
   * Salesforce
   * Zoho
   * Calendar
   * Excel
   * 
     ### Key takeaway
     
   * You can now put into place a workflow for managing enquiries, and a system 
     for monitoring your progress.
   * Recommended apps
      - CRM
         * Salesforce
         * Zoho
         * Calendar
         * Excel
         * 
           ### Key takeaway
           
         * You can now put into place a workflow for managing enquiries, and a system
           for monitoring your progress.
         * Recommended apps
            - CRM
               * Salesforce
               * Zoho
               * Calendar
               * Excel
               * 
                 ### Key takeaway
                 
               * You can now put into place a workflow for managing enquiries, and
                 a system for monitoring your progress.
               * Our lead workflow
                  - Record and attribute
                  - Set a follow up action
                  - Review regularly
                  - Recommended apps
                     * CRM
                        - Salesforce
                        - Zoho
                        - Calendar
                        - Excel
                        - 
                          ### Key takeaway
                          
                        - You can now put into place a workflow for managing enquiries,
                          and a system for monitoring your progress.
                        - Our lead workflow
                           * Record and attribute
                           * Set a follow up action
                           * Review regularly
                           * Recommended apps
                              - CRM
                                 * Salesforce
                                 * Zoho
                                 * Calendar
                                 * Excel
                                 * 
                                   ### Key takeaway
                                   
                                 * You can now put into place a workflow for managing
                                   enquiries, and a system for monitoring your progress.
                                 * Your workflows
                                    - Activities
                                    - Workflow
                                    - Funnels
                                    - Responsibilities
                                    - Our lead funnel
                                    - Our lead workflow
                                       * Record and attribute
                                       * Set a follow up action
                                       * Review regularly
                                       * Recommended apps
                                          - CRM
                                             * Salesforce
                                             * Zoho
                                             * Calendar
                                             * Excel
                                             * 
                                               ### Key takeaway
                                               
                                             * You can now put into place a workflow
                                               for managing enquiries, and a system
                                               for monitoring your progress.
                                             * Your workflows
                                                - Activities
                                                - Workflow
                                                - Funnels
                                                - Responsibilities
                                                - Our lead funnel
                                                - Our lead workflow
                                                   * Record and attribute
                                                   * Set a follow up action
                                                   * Review regularly
                                                   * Recommended apps
                                                      - CRM
                                                         * Salesforce
                                                         * Zoho
                                                         * Calendar
                                                         * Excel
                                                         * 
                                                           ### Key takeaway
                                                           
                                                         * You can now put into 
                                                           place a workflow for 
                                                           managing enquiries, and
                                                           a system for monitoring
                                                           your progress.
                                                         * Document
                                                            - How you will track
                                                            - Your workflows
                                                               * Activities
                                                               * Workflow
                                                               * Funnels
                                                               * Responsibilities
                                                               * Our lead funnel
                                                               * Our lead workflow
                                                                  - Record and attribute
                                                                  - Set a follow
                                                                    up action
                                                                  - Review regularly
                                                                  - Recommended 
                                                                    apps
                                                                     * CRM
                                                                        - Salesforce
                                                                        - Zoho
                                                                        - Calendar
                                                                        - Excel
                                                                        - 
                                                                          ### Key takeaway
                                                                          
                                                                        - You can
                                                                          now put
                                                                          into place
                                                                          a workflow
                                                                          for managing
                                                                          enquiries,
                                                                          and a 
                                                                          system
                                                                          for monitoring
                                                                          your progress.
                                                                        - Document
                                                                           * How
                                                                             you
                                                                             will
                                                                             track
                                                                           * Your
                                                                             workflows
                                                                              - Activities
                                                                              - Workflow
                                                                              - Funnels
                                                                              - Responsibilities
                                                                              - Our
                                                                                lead
                                                                                funnel
                                                                              - Our
                                                                                lead
                                                                                workflow
                                                                                 * Record
                                                                                   and
                                                                                   attribute
                                                                                 * Set
                                                                                   a
                                                                                   follow
                                                                                   up
                                                                                   action
                                                                                 * Review
                                                                                   regularly
                                                                                 * Recommended
                                                                                   apps
                                                                                    - CRM
                                                                                       * Salesforce
                                                                                       * Zoho
                                                                                       * Calendar
                                                                                       * Excel
                                                                                       * 
                                                                                         ### Key takeaway
                                                                                         
                                                                                       * You
                                                                                         can
                                                                                         now
                                                                                         put
                                                                                         into
                                                                                         place
                                                                                         a
                                                                                         workflow
                                                                                         for
                                                                                         managing
                                                                                         enquiries,
                                                                                         and
                                                                                         a
                                                                                         system
                                                                                         for
                                                                                         monitoring
                                                                                         your
                                                                                         progress.
                                                                                          - Defining
                                                                                            the
                                                                                            lead
                                                                                            type
                                                                                             * Attendee
                                                                                             * Sponsor
                                                                                             * Exhibitor
                                                                                             * Partner
                                                                                             * And
                                                                                               so
                                                                                               on
                                                                                          - Document
                                                                                             * How
                                                                                               you
                                                                                               will
                                                                                               track
                                                                                             * Your
                                                                                               workflows
                                                                                                - Activities
                                                                                                - Workflow
                                                                                                - Funnels
                                                                                                - Responsibilities
                                                                                                - Our
                                                                                                  lead
                                                                                                  funnel
                                                                                                - Our
                                                                                                  lead
                                                                                                  workflow
                                                                                                   * Record
                                                                                                     and
                                                                                                     attribute
                                                                                                   * Set
                                                                                                     a
                                                                                                     follow
                                                                                                     up
                                                                                                     action
                                                                                                   * Review
                                                                                                     regularly
                                                                                                   * Recommended
                                                                                                     apps
                                                                                                      - CRM
                                                                                                         * Salesforce
                                                                                                         * Zoho
                                                                                                         * Calendar
                                                                                                         * Excel
                                                                                                         * 
                                                                                                           ### Key takeaway
                                                                                                           
                                                                                                         * You
                                                                                                           can
                                                                                                           now
                                                                                                           put
                                                                                                           into
                                                                                                           place
                                                                                                           a
                                                                                                           workflow
                                                                                                           for
                                                                                                           managing
                                                                                                           enquiries,
                                                                                                           and
                                                                                                           a
                                                                                                           system
                                                                                                           for
                                                                                                           monitoring
                                                                                                           your
                                                                                                           progress.
                                                                                                            - Defining
                                                                                                              the
                                                                                                              lead
                                                                                                              type
                                                                                                               * Attendee
                                                                                                               * Sponsor
                                                                                                               * Exhibitor
                                                                                                               * Partner
                                                                                                               * And
                                                                                                                 so
                                                                                                                 on
                                                                                                            - Document
                                                                                                               * How
                                                                                                                 you
                                                                                                                 will
                                                                                                                 track
                                                                                                               * Your
                                                                                                                 workflows
                                                                                                                  - Activities
                                                                                                                  - Workflow
                                                                                                                  - Funnels
                                                                                                                  - Responsibilities
                                                                                                                  - Our
                                                                                                                    lead
                                                                                                                    funnel
                                                                                                                  - Our
                                                                                                                    lead
                                                                                                                    workflow
                                                                                                                     * Record
                                                                                                                       and
                                                                                                                       attribute
                                                                                                                     * Set
                                                                                                                       a
                                                                                                                       follow
                                                                                                                       up
                                                                                                                       action
                                                                                                                     * Review
                                                                                                                       regularly
                                                                                                                     * Recommended
                                                                                                                       apps
                                                                                                                        - CRM
                                                                                                                           * Salesforce
                                                                                                                           * Zoho
                                                                                                                           * Calendar
                                                                                                                           * Excel
                                                                                                                           * 
                                                                                                                             ### Key takeaway
                                                                                                                             
                                                                                                                           * You
                                                                                                                             can
                                                                                                                             now
                                                                                                                             put
                                                                                                                             into
                                                                                                                             place
                                                                                                                             a
                                                                                                                             workflow
                                                                                                                             for
                                                                                                                             managing
                                                                                                                             enquiries,
                                                                                                                             and
                                                                                                                             a
                                                                                                                             system
                                                                                                                             for
                                                                                                                             monitoring
                                                                                                                             your
                                                                                                                             progress.
                                                                                                                           * There
                                                                                                                             are
                                                                                                                             so
                                                                                                                             many
                                                                                                                             moving
                                                                                                                             parts
                                                                                                                             to
                                                                                                                             an
                                                                                                                             event
                                                                                                                             and
                                                                                                                             it
                                                                                                                             is
                                                                                                                             easy
                                                                                                                             to
                                                                                                                             lose
                                                                                                                             track
                                                                                                                             of
                                                                                                                             potential
                                                                                                                             sponsors,
                                                                                                                             exhibitors,
                                                                                                                             partners
                                                                                                                             and
                                                                                                                             attendees.
                                                                                                                             How
                                                                                                                             can
                                                                                                                             you
                                                                                                                             ensure
                                                                                                                             you
                                                                                                                             and
                                                                                                                             your
                                                                                                                             team
                                                                                                                             manage
                                                                                                                             leads
                                                                                                                             well
                                                                                                                             to
                                                                                                                             ensure
                                                                                                                             your
                                                                                                                             event
                                                                                                                             is
                                                                                                                             a
                                                                                                                             success?
                                                                                                                           * 
                                                                                                                             ### In this episode
                                                                                                                             
                                                                                                                              - Defining
                                                                                                                                the
                                                                                                                                lead
                                                                                                                                type
                                                                                                                                 * Attendee
                                                                                                                                 * Sponsor
                                                                                                                                 * Exhibitor
                                                                                                                                 * Partner
                                                                                                                                 * And
                                                                                                                                   so
                                                                                                                                   on
                                                                                                                              - Document
                                                                                                                                 * How
                                                                                                                                   you
                                                                                                                                   will
                                                                                                                                   track
                                                                                                                                 * Your
                                                                                                                                   workflows
                                                                                                                                    - Activities
                                                                                                                                    - Workflow
                                                                                                                                    - Funnels
                                                                                                                                    - Responsibilities
                                                                                                                                    - Our
                                                                                                                                      lead
                                                                                                                                      funnel
                                                                                                                                    - Our
                                                                                                                                      lead
                                                                                                                                      workflow
                                                                                                                                       * Record
                                                                                                                                         and
                                                                                                                                         attribute
                                                                                                                                       * Set
                                                                                                                                         a
                                                                                                                                         follow
                                                                                                                                         up
                                                                                                                                         action
                                                                                                                                       * Review
                                                                                                                                         regularly
                                                                                                                                       * Recommended
                                                                                                                                         apps
                                                                                                                                          - CRM
                                                                                                                                             * Salesforce
                                                                                                                                             * Zoho
                                                                                                                                             * Calendar
                                                                                                                                             * Excel
                                                                                                                                             * 
                                                                                                                                               ### Key takeaway
                                                                                                                                               
                                                                                                                                             * You
                                                                                                                                               can
                                                                                                                                               now
                                                                                                                                               put
                                                                                                                                               into
                                                                                                                                               place
                                                                                                                                               a
                                                                                                                                               workflow
                                                                                                                                               for
                                                                                                                                               managing
                                                                                                                                               enquiries,
                                                                                                                                               and
                                                                                                                                               a
                                                                                                                                               system
                                                                                                                                               for
                                                                                                                                               monitoring
                                                                                                                                               your
                                                                                                                                               progress.