Patterns
Every attribute value with enough leads is compared with the account's overall turn-down rate. Only the ones well above it are listed. Open a row to see its leads.
Every value checked
Team rule or one rep's taste
A pattern only counts as a rule if the whole team behaves the same way. If one rep keeps working leads the others reject, that rep may know something, so it becomes a question for the customer's sales lead instead.
Left alone
The left-alone leads
Draft qualification questions
One yes/no question per whole-team pattern, at most five, with the evidence under each. A person accepts or rejects every one. Nothing here re-ranks leads.
Account notes
Assumptions
What I'd want to learn from you
- When a rep turns a lead down, does that change what the whole team sees, or only that rep?
- When reps disagree on a segment, who settles it: the customer's head of sales or the data?
- Do you treat a lead that was viewed and left alone as a signal?
- How many qualification questions does an account usually keep after its first month?
- How often do reps leave a note when they turn a lead down?