Flashbay Sales Standards

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Number Standard Information
1.1

Understand the lead

Read the information in the lead (Company, contact name, email, website, search terms, identified products etc) and quickly look up the lead online to get familiar with them. Look for other companies from the same town and whether we’ve sold to the same organisation in another territory

1.2

Enter the lead

Check for duplicates and forward to the appropriate colleague if a duplicate is found, otherwise enter the lead accurately and fully into Netsuite

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