If you’re like most people, you may be handling your lead tracking with some sort of spreadsheet or notebook… or maybe even sticky notes. With LeadPro™, you can review, analyze, and generate custom reports, set timely alerts, and gauge your sales staff’s performance all in one convenient, organized location.
LeadPro™ Features
- Account number (existing accounts only)
- Customer name
- Customer contact information
- Addresses (multiple for move-in/move-out)
- Referral source
- Products and services of interest
- Urgency of lead
- Status of lead
- General notes
- Customer documents
- Email integration
- Scheduled alerts
Project Management
As a part of LeadPro™’s interface, system administrators can continually review, analyze, and update project information, as well as generate custom reports and alerts to track and review the detailed history of each lead from start to finish.
- Filter the entire lead tracking database by status, last date changed, urgency, salesperson, or any other criteria stored
- View customized reports of each sales representative’s progress
- Custom reporting can be built into the system or generated by PriMedia as needed