Capture
Where did the lead arrive, what offer did they want, and what fields are required?
Technical
If a lead cannot be sourced, categorized, owned, followed up, and reviewed, the sales lane is not finished.
Where did the lead arrive, what offer did they want, and what fields are required?
Who owns the next action and how quickly should it happen?
How are stale leads or stalled quotes caught before they vanish?
Sequencing the next step so the scope stays focused and practical.