How do I stop leads falling through the cracks?

Question

VX-N · Accepted Answer

Make it impossible for a lead to sit unowned and unscheduled. Every inbound gets captured to one place, assigned by rule rather than by whoever notices, and given a next action with a date — so nothing depends on someone remembering. Leads are rarely lost through carelessness. They are lost because ownership was ambiguous, the follow-up lived in a person's memory, and there was no single view showing what had gone quiet. Once the path is wired, the reporting comes free: you can see exactly which stage is leaking instead of guessing.