How to manage a lead & opportunity in Poologics.
Managing your sales process just got a whole lot easier! Check out the video to see the whole process at work. We cover:
- Lead Capture Form
- Assigning Leads
- Adding Lead information, Updating Lead Statuses, and tags
- Logging Notes, Uploading Documents
- Scheduling Activities such as a note to call someone and scheduling the onsite consultation
- Templatized Meeting Intake form
- Creating an estimate, using pricebooks and price groups, custom take offs, and generated a beautiful proposal
- Capturing the client's signature electronically
