1. Leads stuck in status
NEVER LET A LEAD STAY IN THE SAME STATUS FOR TOO LONG.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. When you handle a lot of leads at the same
time it’s hard to keep track of all of them.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. A lead needs to keep moving,
otherwise it turns cold.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. Have a next step planned and
do not let it stay in the same
status for too long.
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5. LET US PRESENT:
Leads stuck in status
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6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See leads that you haven’t acted upon
within a number of days. Brisk helps
you to remember who to contact.

7. EMBARRASSINGLY OLD!
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See leads that you haven’t acted upon
within a number of days. Brisk helps
you to remember who to contact.

8. Every section shows you leads
that haven’t moved the way you
want them, sorted by status.
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9. Click within this area to
get more details
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

10. Click to edit status
Click “Read more” to
get more details
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

11. You can edit basic
information
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

12. Search lead
on LinkedIn
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

13. Change the
lead status
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

14. Add or edit the
description
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

15. See your activity feed
WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

16. Add tasks, log calls,
or book meetings
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17. Convert the lead or
open it in Salesforce
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

18. Add more fields here
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

19. Decide which statuses you want to see,
and how many days they can stay in the
same status before they pop up.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

20. Go to options to modify the list to
your needs.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. Choose how long a lead can stay in the
same status. You can set the same number
on all statuses, or specify by status.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Want the same number of
days on all statuses?

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Want the same number of
days on all statuses?

24. Some stages need a bit more time than
others. We recommend to use status
specific thresholds!
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

25. This number of days will
apply to all of the leads that
you don’t choose specifically
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This number of days will
apply to all of the leads that
you don’t choose specifically

27. WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS
These leads will show up
according to the status
specific thresholds

28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS
These leads will show up
according to the status
specific thresholds
In this example leads that has been in status “Open -­‐ Not
Contacted” will show up a:er 1 day. Leads in “Working -­‐
Contacted” will show up a:er 3 days.
All other stages will trigger a:er 4 days.

29. Then set the order
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30. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Then set the order

31. This will make you even faster.
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32. FOR SALESFORCE.COM
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