VIKING SALES CYCLE
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      1. TEAM HELP
      2. VIKING SALES CYCLE

      2. Enquiry

      2.1 HubSpot

      2.1.1 Click on relevant contact, and update Type to ‘Lead’

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      2.1.2 Add notes

      • Add State/Region branch (e.g., for Brisbane branch, you would select QLD)
      • Add industry
      • Select Tier Rating

      (NOTE: If customer location is unknown - set details to local and add a Note that “an address wasn’t provided” as shown below)

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