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Seegrow Tools ยท Lead Management & Handover

Lead Pool & Marketing-to-Sales Handover

Gather every lead into one lead pool, claim and follow up in a structured process, and trace the handover from marketing to sales through to closing in one transparent dashboard.

View the Lead Pool Demo
Seegrow Tools Lead Pool dashboard showing the lead list, PIC, and follow-up status

What is a lead management workflow?

A lead management workflow is a structured process that governs a lead's journey from intake to closing, recording the PIC, status, and follow-up history at every stage. AlurKerja runs this process through Seegrow Tools: incoming leads land in a lead pool, can be claimed by sales, pass through HQL review, move through staged follow up, and have their status tracked in real time.

Lead management workflow benefits for marketing and sales teams

01

Centralized Lead Pool

Every incoming lead is recorded in one lead pool, complete with name, email, business key, PIC, and current status.

02

Claim & HQL Review

Sales can claim leads from the pool, while qualified leads pass through HQL review before being followed up.

03

Structured Follow Up

Every lead carries a clear follow-up status โ€” from input requirement and create PoC to negotiate and review quotation.

04

Sales Performance Dashboard

Track follow-up performance and lead conversion by period and by brand directly from one dashboard.

FAQ

Pertanyaan tentang Lead Management & Handover

What is a lead pool?

A lead pool is the collection of every lead coming in from different brands and channels, held in one place before being claimed and followed up by sales.

How does the handover from marketing to sales work?

A lead coming from marketing is recorded in the lead pool, then can be claimed by sales, passes through HQL review when needed, and moves into follow up through to closing.

Can I track my sales team's follow-up performance?

Yes. The Sales Performance dashboard shows each lead's status and follow-up progress in real time, by PIC and by period.

View the Lead Pool Demo

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