Process St – Inbound Sales Lead Discovery Checklist Template

Looking for an online Inbound Sales Lead Discovery Checklist Template? This digital version of an Inbound Sales Lead Discovery Checklist Template is set up in Process Street, ready for you to use. Not a Process Street user yet? Sign up for a free trial here to get started.

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Online Inbound Sales Lead Discovery Checklist Template

Not a Process Street user yet? Sign up for a free trial here to get started.

This checklist is designed to integrate with Salesforce; by setting up an automation with Zapier or Webhooks, you can have this checklist auto-generate whenever a record is created in Salesforce.

For example, you could have this checklist generate whenever a record for a new trial sign-up is created in Salesforce.

This checklist will help you:

Check the formatting of the lead’s info is correct;
Verify some of the data around the quality of the lead;
Send the updated information back to Salesforce assigned to a salesperson.

Template Type

Free

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