Lead and sales pipeline flow in Mojo

Lead and sales pipeline flow in Mojo

How to Qualify Leads Effectively in Mojo

Understanding Lead Groups

Your Mojo account comes with prebuilt lead classification groups:

  • Hot Lead
  • Warm Lead
  • Dead Lead
  • Not Yet Interested
  • Future Follow Up
  • Appointment Set

Customizing Your Lead Groups

  • Access groups in the "Data & Dialer" screen under the "Groups" area
  • Create custom groups using the action button at the end of the "Groups" header
  • Modify existing groups using their individual action buttons

Sorting Contacts During Calls

  1. While on a call, select the appropriate group tag from the center of the contact record
  2. Complete this step before assigning the "Contact" call result
  3. Once grouped, the lead is automatically removed from its original list

Benefits of Consistent Lead Grouping

  • Maintains an organized database
  • Filters out uninterested prospects to avoid repeat calls
  • Enables targeted follow-up based on interest level
  • Preserves unqualified calling lists for future use
  • Prevents accidentally calling the same person twice

Best Practices

  • Develop a consistent grouping system that matches your sales process
  • Group every contact immediately after speaking with them
  • Regularly review and update your group categories as your needs evolve

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