Leads
Leads track individuals from initial capture through MQL qualification, SQL conversion, and opportunity creation. Lead scoring combines behavioral, demographic, and engagement components.Core Information
| Field | Description |
|---|---|
| Name | Lead full name |
| Email address | |
| Company | Company or district name |
| Title | Job title |
| State | US state |
| Enrollment | District enrollment (for ICP scoring) |
| Segment | Enterprise, Mid-Market, or SMB |
| Source | Lead source and detail |
| Status | Current lifecycle state |
| Lead Score | Composite score (0-100) |
| Assigned To | Sales rep assignment |
Lead Lifecycle
| Status | Description |
|---|---|
| new | Just captured, no engagement yet |
| engaged | Has shown some activity (opens, visits) |
| mql | Marketing Qualified — meets MQL trigger criteria |
| sql | Sales Qualified — accepted by sales rep |
| opportunity | Converted to an opportunity |
| disqualified | Not a fit, removed from pipeline |
| recycled | Returned to marketing for nurturing |