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The lead manager in OrgCenter is truly comprehensive and allows you to
organise your sales leads more efficient. Three main lead containers are
used to efficiently qualify and handle sales leads.
Unqualified leads can be entered automatically from the feedback function of
your web site, manually or imported from external databases. The address and
contact information of a lead can be moved to the contact manager
with a single button press.
When qualifying a lead a decision can be made to abandon, by putting the lead in the
dead lead container, or making the lead active by putting the lead into the
active lead container and associating a handler with the lead. The lead will
automatically show in the handlers active lead list to be acted upon.
Extensive qualifiers allow building lists of the lead information following your
criteria.
When creating a task from within a Lead the Task is
automatically indexed to allow quick acces to the Lead from within the task
display.
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