A qualified lead is handed from a development rep to an account executive
Who is involved
| Role | What they do |
|---|---|
| Sales development rep (SDR) | Works the lead and converts it, naming the account executive as owner. |
| Account executive | Finds the new deal in their own list and works it. |
| Sales manager | Can reassign the deal if the wrong person got it. |
Step by step
- Sales development rep (SDR)
Works a lead and logs the calls.
What they see:The lead's timeline shows each activity.
- Sales development rep (SDR)
Presses Convert and chooses the account executive as owner.
What they see:A contact, an account and a deal are created; converting again is refused.
- Account executive
Opens Opportunities.
What they see:The new deal is in their list, owned by them, with the lead's details.
- Sales manager
Reassigns the deal if the territory or workload changed.
What they see:The deal shows the new owner.
- Account executive
Builds the first quote on the deal.
What they see:The quote is tied to the account and deal.
Who is told what
No message is sent when a lead is converted or a single deal is reassigned; the account executive finds the deal in their own list.