Each month the sales team will have targets that they work towards. The venue support team must support the sales team in finding leads. 


When you spot a possible sales lead -


  • When doing the approvals if you notice that a basic venue has logged in and made updates to their listing, such as adding images or content, this wouldn’t actually display on the site as a basic listing. If we pass the contact details of the user that has updated the venue directory.com to the appropriate team member in sales. Then they can contact the user to provide more information on becoming a full listing. 

  • On the phones, if a user has called to ask about what venuedirectory.com is, or enquiring as to why they can’t see images on their listing ect we can then offer to put them through to the sales team. 

  • via email - sometimes we may get emails through asking for information on who we are and what we do we can then pass this information through to the sales team 


It is very important that we are constantly looking for opportunities like this to pass through to the sales team


How to pass a sales lead through to the sales team -


We do this via the CRM 


  • Find the user that has been in contact / made the changes

  • Click edit

  • Click activities (along the top)

  • set activity type to “to do” - Enquiry

  • set “for whom” to the relevant sales team member

  • for “date” it would generally be today’s date

  • and for time set it to the next available time 

  • in “regarding” put a brief explanation about the contact you have had with the venue and why you are passing it to the sales team 


It is vital that you do this via the CRM and not verbally or through Hipchat as the information is then recorded on the CRM and should someone need to refer back to it, they can see the information. It also avoids the sales team contacting a venue/contact twice by mistake.