PRACTICAL CASE · 04
Why a Lead Form Is Not the Same as a Functioning Sales Department
A lead can arrive in Telegram and still get lost if there is no project information, deadline, budget, or person responsible for the next step.
Situation
Keep four required fields: name, contact details, project, and task. Save the “comment” field verbatim. The agent must immediately assign the status `new`, `need_info`, or `ready_to_reply`.
What to do
Do not quote a price automatically. If the cable length, height, number of cameras, or deadline is missing, the agent formulates one brief question. Store the time received and source for every lead.
Verify the outcome
Test it by submitting a lead with complete details, one with an empty phone field, and then submitting the same lead again. The first complete lead should enter the queue, the incomplete one should be flagged for clarification, and the repeat submission should not create a duplicate.
What usually breaks
The main mistake is turning qualification into a lengthy questionnaire. Every field should affect the decision. Collect the remaining information after the first contact.