The Recommended Turnaround Times for Lead Acceptance are:
- OPEN > 7 days - leads that have been in sales more than 7 days and have not changed in that time from open status. A rep will have 6 of those days to call the contact and either reject or put into contact/qualify.
- CQ > 14 days - leads that are in the contact/qualify status and that have not changed status the last 14 days or longer from the day the report is pulled. Once a sales representative puts into Contact and Qualify they have an additional 7 days to determine if it is a viable opportunity. If yes, they accept the lead, if no, they reject it selecting the appropriate reject reason.
- ACC > 30 - leads that are in the accepted status and that have not changed status the last 30 days or longer from the day the report is pulled. Once it goes from Contact and Qualify to Accept, a rep has another two weeks to put into pipeline or reject.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001
All rights reserved.
Created: dkc 07/27/2001
Revised: amq 06/11/2002
