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LeadPro
Sales Lead Management functions are summarized in the following
high-level overview tutorials. To view the a
functional area,
click on the Learn More
link below the respective functional area title.
Please note that the features and functions may vary
depending upon the Application Edition and
Subscription Level. |
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Functional Area |
Functions Included |
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Sales
Organization Setup |
Setting up
Sales Areas / Agents
Setting up Inside Sales Areas / Agents
Setting up Regions / Branch Offices
Setting Sales Zones or Territories |
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Lead Journal
Definition |
Defining a
new Lead Journal
Updating Lead Journal Properties |
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Lead Assignment
Rules |
Lead Assignment
/ Lead Routing Rules Definition |
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Lead Management
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Lead Data
Entry (Manual Process)
Lead Data Import (from files)
Lead Data API
Lead Data Extraction (from Email)
Lead Assignment (Manual Process)
Lead PULL Process
Lead Re-Assignment
Lead Qualification
Lead Follow-up Activity Log |
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Lead Analysis Reports |
Lead
Dashboard
Lead Status Reports
Lead Analysis By Class
Lead Analysis By Lead Source
Lead Analysis By Lead Profile
Lead Activity Report
Lead Aging Analysis
Agent Performance Report
Lead Funnel Report |
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Please feel free to
contact us
for a free on-line demonstration
in order to evaluate and see if the features of the
application meets your specific business
requirements. Please provide your complete contact
information and business background in the email, so
that we can plan accordingly.
Or you may request a
Sales Lead Management
Free
Trial
account (no obligation, no commitment, no
contract) and test drive the LeadPro
Lead Management service to see how it fits your
requirements. In order to evaluate your business
requirements and set up the account, an
implementation team member will contact you for
gathering additional information. |
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Email
Marketing ||
Email List Management ||
Email Personalization
||
Campaign
Design ||
Email Newsletters |
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Google Analytics ||
Advertiser Notifications ||
Email Marketing Software
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Drip Emails ||
Email
Marketing Reports |
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Lead Management ||
Lead Capture
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Lead Distribution ||
Lead Reassignment ||
Lead Qualification ||
Lead Scoring |
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Lead Quality ||
Lead Follow-up ||
Lead Analysis and Reporting
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Conversion Tracking ||
Lead Management Software |
