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:
- 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.