Overview: Leads 2.0 vs Sales 3.0

Transitioning from Leads 2.0 to Sales 3.0

1. Know What Happens to Leads 2.0

• Beginning Thursday, Leads 2.0 will no longer run automations.
• Your existing leads will NOT disappear.
• They will remain in their current stages (Day 1, Day 2, Day 3, etc.).
• You can still open, review, and manually move these leads.

⚠️ WARNING: Do not expect Leads 2.0 to automatically follow up or move leads after Thursday.

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2. Manually Finish Your Existing Leads

• Continue working every lead currently sitting in Leads 2.0.
• Review where each lead is in the process.
• Manually move leads through the appropriate stages.
• Ultimately, each existing lead should be moved to Won or Lost.

📝 NOTE: Think of Leads 2.0 as being phased out. Your goal is to work through what is already there until it is empty.

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3. Sales 3.0 Starts Fresh

• On Thursday morning, Sales 3.0 will be a blank slate.
• Leads you currently see inside Sales 3.0 are only mirroring what is happening in Leads 2.0.
• Those mirrored leads will be removed during the transition.

⚠️ PAY EXTRA ATTENTION: Do not panic when you open Sales 3.0 Thursday and it is empty. This is expected.

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4. ALL New Leads Go to Sales 3.0

Beginning Thursday, all new leads will enter the new Sales page.

This includes leads coming from:

• Your company website
• Third-party forms
• TCS forms when quoting a customer

🚨 IMPORTANT: New leads will NOT appear in Leads 2.0. Make sure you are checking Sales 3.0 for new opportunities.

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5. Work Both Areas During the Transition

For a short period, you will need to pay attention to both systems, but for different reasons.

LEADS 2.0
→ Finish existing leads manually
→ No more automations
→ Move each lead to Won or Lost

SALES 3.0
→ Start with a blank slate Thursday
→ All NEW leads appear here
→ This is the system you will use going forward

⭐ REMEMBER

OLD LEADS = Finish them in Leads 2.0

NEW LEADS = Work them in Sales 3.0

⚠️ DO NOT WAIT FOR AUTOMATIONS IN LEADS 2.0 AFTER THURSDAY.