Track 1D: Overview Discussion - Call Follow Up

The Overview Discussion is the first step in the customer journey. This track covers:    PART 4: CALL FOLLOW UP   LEARNING OBJECTIVES✅ 1) Concisely capture important information in the Salesforce Lead Record 2) Review Chorus summary and reuse info when appropriate in Lead Record 3) Determine Lead status 4) Send a follow-up email to the prospect 5) Determine ‘Next Step’ Sales Activity   TOOLS️ 1) Lead Handbook 2) Email Templates 3) Salesforce Tip Sheet: Logging Activities   TRAINING ACTIVITIES 1) Fill out mock Lead Record 2) Draft follow-up email to prospect