Which Lead Conversion Workflow is typically used in B2C Sales organizations?

In B2C sales organizations, the Lead Conversion Workflow is often centered around the process of moving potential customers from the inquiry phase to a finalized sale. The choice that accurately reflects this process is the one focusing on conversion by status change and sales transaction.

This approach typically involves tracking the journey of a lead as it progresses through different stages, such as from an initial inquiry to becoming a qualified lead, and ultimately leading to a completed sale. The workflow includes managing the lead’s status—whether it's new, engaged, or converted—alongside the actual sales transaction that occurs once the lead is ready to make a purchase. This method emphasizes the importance of understanding and managing the customer journey in a structured manner, keeping track of each stage to ensure smooth transitions toward closing a sale.

In contrast, the other options, while relevant in different contexts, do not fully encapsulate the common workflow associated with B2C organizations. For example, conversion by inquiry typically pertains to initial lead engagement without the structured workflow necessary in larger sales processes. Similarly, conversion by estimate focuses on preliminary pricing and proposal stages rather than on the direct sales aspect, and conversion by direct sale may skip important lead nurturing steps that are crucial in a B2C context. Therefore, the approach