Stream is set of your milestones. Create unlimited streams according to your different marketing strategies or services.
Add your leads into different - different milestones which shows you that at what stage your lead is. You can change the name of milestones according to your requirement.
Add tags to leads that helps you to identify it e.g. If you marked the red label as a high priority then you can filter all high priority leads and these are vailable across all streams.
Apply filters while working on leads, todos, contacts and even on ogranization. Various options with custom fields tofind defsired results. Filter can also be saved.
Don't forget what you have to do. Add todos for your leads of different types like email, call, meeting and tasks etc.
Save all important information or conversations that should be with it e.g. points of meeting or any other important information to remind about for assigned user.
You need not to maintain important files in your drive, just attach any kind of files and forget. Downloading file is just one click away.
User will get notification when any lead assigned to him and can also choose to get notification for the leads by following.
Maintain records of payment received from specific lead or customer in account which will could be viewed from insight reports as well.
Count your specific actions on date and get total in the end of the day or month. It very useful to track calls & specific action performed
Add the product or service which the client wants to purchase with quantity and discount. Multiple products for one lead can be added.
There are lots of ways that a lead can come e.g. online form, social sites, reference and many more. Multiple sources for one lead can be added.
You can select and add location into particular lead. It'll help you to know from where you are getting more leads.
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Check report of users activity for particular day or for date range. Select activity type for more filtered approach.Learn More
Combined reports to know and get overview of all the leads by stream, milestone, user, lead won & lost, dates, products, sources, locations, payments and actions.Learn More