CRM Sales Tools in New Lead Profiles

Productivity tools in new Leads profiles help your Sales Team move potential clients through your sales funnel. When a Lead has expressed interest and is open to further contact, change their status to Prospect. It may take multiple contacts to convert a Prospect to a Client. A salesperson can speed this up by creating a sense of urgency. When a Prospect perceives a real and immediate need for the services offered, the process of moving from Prospect to Customer is accelerated. Add notes, change status, set follow-up reminders and more.  Reminders appear in your daily notifications and schedule. Today’s agenda can be emailed to you each morning if enabled in “My Company>Automated Notification Options.”

CRM Sales Tools in Leads (Click to Zoom)