Lead Management Screen

The SalesExec lead management screen is designed to help management and sales agents quickly identify leads, sort leads, and market to their leads.

This screen offers advanced lead filters and drill down tools so that your best leads can be identified quickly. On this screen you will also notice the ability to click to dial and power dial on leads, calling more leads in less time. The goal of this screen is to help our clients identify the valuable leads they receive from multiple lead sources and to manage the flow of leads to agents or branches.

Benefits:

• Quickly identify good leads and update the status of leads.
• Add notes, set appointments, and change status with one click.
• Send e-mail, transfer bulk leads, filter leads, click to dial, and power dial.