Handling Outbound Leads

We need to make sure that we can run the numbers correctly on outbound leads as well, so it's essential you mark leads as outbound correctly.

It's ok to wait for adding a lead from the moment you had a meeting. Before that we can run the numbers in specific tools itself (outreach, growbot, ...)

CUSTOM FIELDS

Outbound = Just set this to "Yes" if he's coming in though outbound outreach.

Outbound channel = Use consistent naming for the outbound channel used to generate this lead. For example "growbot", "linkedin", "frankfurtoutreach", ...

Do not use the "demo_" status fields for these leads, use the other ones to mark the status "Meeting", "Proposal" , "Customer" , ...