Peak CRM / Inbound leads
Enquiries arrive.Not every one gets an answer.
Without clear ownership a good enquiry waits until it's too late. Check the fit, set an owner and plan the next step.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample rule — nothing is sent.
02 / The assignment
What do you need to set an owner and the next step?
A lead with an owner and a reply draft as the next step.
Example · no customer data · not the product interface
Check the rule yourself
Change the fit. See the difference.
Pick a fit. At 0 to 6 the clarification appears, at 7 to 10 it doesn't. Nothing is sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- 跟进
- Waiting for a rating
No example picked yet.
Enquiry → lead → owner
Every fitting enquiry gets handled.
In the example a fit of 0 to 6 triggers a clarification before anyone takes over. From 7 the lead is assigned straight away.
- 01Enquiry
The enquiry becomes a lead.
EnquiryAn enquiry whose fit is still open.
You rate how well it fits your offer.
Input → fit from 0 to 10 - 02Assign
At 0 to 6, clarify first.
0–6跟进7–10FinishThe sample rule asks what's missing for the assignment. At 7 to 10 the clarification is skipped.
Condition → 0–6: clarification - 03Respond
The next step is planned.
ResultA lead with an owner and a reply draft as the next step.
In the trial run, fit and clarification stand together. No reply is sent here.
Sample artifact → lead assignment
From the rule to a real lead
Give the next enquiry a step.
In Peak CRM you add the enquiry as a contact, note the opportunity and plan the next step. The work list shows you who is next.
Start Peak CRM for freePeak CRM / Your next step
Every fitting enquiry deserves an answer.
Test both paths in the example and decide how you'll handle the next enquiry.
Check the fit in the example
One lead. One owner. One step.
A lead with an owner and a reply draft as the next step.
Frequently asked questions
What is an inbound lead?
An inquiry that comes to you on its own, for example through your website or a referral.
How does Peak CRM help with inbound leads?
New inquiries land in the lead inbox and get a reasoned order and a next step.
Is the rating on this page real?
The trial on this page uses sample data and stores nothing.