More fluidity in outcomes for prospecting

Our shiny new green Qualify Button has just grown some baby wings. These wings give you more independence when qualifying a prospect by allowing you to select what happens for a certain outcome.  

Previously, when clicking on the green qualify button a sales project was automatically created. Now, there are more options within our prospecting module (for now) allowing you to automatically move qualified prospects to an account growth project or back to a prospecting project. 

Like a happy dancer you can hop back and forth in your workflows with a fluidity you didn’t have before. 

Successful Outcome

⬇️
Click Green Button

⬇️ 
Account Growth Project Created 💥

OR 

Successful Outcome

⬇️
Click Green Button

⬇️ 
Prospecting Project Created 💥

But that is not all, friend. No, that is not all. You can also choose which process the new project gets added to.

You choose. Your choice. You da' boss. 

*Bonus Tip - The green button can also be reconfigured to say “Create Account Growth Project” or “Create Prospecting Project” instead of the default. 

For instance if “Partner Leads” is one of your processes and you would like to create an account growth project off the back of qualifying a prospect, you can now bypass the default "create a sales project".

More options for how you want to put your customers through the workflows makes it easier for you to execute your process, and therefore easier for you to win those deals!

For any questions about this great new feature please reach out to support@membrain.com and we'll be happy to walk you through it.