As sales person you have to keep notes on your business calls, promote constantly your business, research and qualify new clients. Keeping all of these data in spreadsheets can be messy, but with a good crm system you can access and filter your records in seconds from anywhrere. In our system we have all the necessary features that needs a saleperson to work efficiently. Some of them are the leads section which represent your potential clients, the accounts which are your current clienets, and the potentials which are the deals or contracts which you are negotiate.
To create a new lead
- go to page leads
- press the button New Lead
- In select list stage choose the appropriate stage of the lead
- In company field enter the name of the company's that is your lead
- In field phone enter the phone number of the company
- Press save