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From DirectWiki
Sales / Lead Tracker
Features
- schedules appointments for salespeople
- maintains a centralized database of all prospects
- transfers to mail-merge function for follow-up letters
- ties in with hand held estimating and rating systems
- transfers sales information automatically to dispatch module
Benefits
- review all past and future activities for each prospect
- analyze and rate the potential for closing a prospect
- project potential revenue
- compare closing ratios of salespeople
- analyze all lost sales
