Posted on 9th November 2017

This module generates leads effortlessly and converts potential prospects into clients.

  • The lead generator module manages the whole quotation process.
  • Giving you prompts along the way to ensure you follow-up on potential work.
  • Allows you to generate quotes and submit them to prospects digitally.
  • Contracts and digital signatures can be implemented into the lead generator sequence, allowing for the creation of legally binding documentation.

Be proactive rather than reactive – generate quotes quickly and win new business!

The leads are displayed in a similar way to ‘Jobs’, being assigned to different employees and having statuses:

  • Draft
  • Awaiting Response
  • Amend Requested
  • Awaiting Signature).

Using the search on the top of the page, you can search for a lead by name or number. These leads will be available for the client to view on their Dashboard*.

Clicking into a lead will display the details and content. From here you can:

  • Add private notes that will not be seen by the client
  • Send the details of the quote to the client via email
  • Add, edit, delete and view content and extra sections to the quote

*When Client Acces module is enabled.