A “Lead” is a potential customer with an interest in your services. When a Lead expresses interest and is open to further contact they become a “Prospect.”

You will receive leads  from several sources.

• From a web lead form on your site that sends you new leads
• From an affiliate who logs into his portal and sends you leads
• Or by manually entering the clients data.

When a lead appears in your credit repair cloud account. the Productivity tools in Client list, Leads Pages and Business Dashboard will help your Sales Team move them through your sales funnel to become paid clients.

CRM Sales Tools:  Add notes, change status, set follow-up reminders and more. Reminders notifications appear on top of your home page and in your schedule. Your daily agenda can be emailed to you each morning if enabled in “My Company>Automated Notification Options.”