How do you handle “contact me in 3 months” leads in your CRM?
15 September 2026 at 02:37
When a prospect says, "We're interested, but reach out next quarter,” where do you put them?
Keeping the deal open could make the active pipeline look bigger than it really is. Closing it as lost feels inaccurate when timing is the only issue.
Do you use a separate nurture stage, close the deal and set a task, or something else?
Also curious about what happens when that reminder comes due. Does the original rep still own the follow-up?
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