Moving Leads from Pipeline to CRM
When a lead responds to your outreach, it's time to move them from the BD Pipeline to the CRM for relationship management.
When to Move a Lead
Move a lead to CRM when:
- They reply to your email
- They accept your LinkedIn connection
- They respond to your call
- You have any form of two-way communication
How to Move a Lead
- Go to BD Pipeline
- Find the lead that responded
- Click the Move to CRM button
- Select the appropriate status:
- Replied - For general responses
- Meeting - If a meeting is scheduled
- Proposal - If you're sending a proposal
- Click Confirm
After Moving
Once in CRM:
- Set a follow-up date
- Add notes about the interaction
- Update status as the relationship progresses
Tips
- Move promptly - Don't let leads sit in Pipeline after responding
- Choose the right status - Accurate status helps tracking
- Add context - Note what they said in their response