Lead Manager Features

sales lead manager dashboard

Don't let interested potential customers slip through the cracks. Most sales do not occur at the first contact - a successful sales process requires multiple contacts and touch points that are best nurtured over time. The Precis Lead Manager turns simple information requests into actionable sales leads.

Save all inquiries into a structure sales lead workflow
Track activities and append notes
Insert leads into automated drip email campaigns
Schedule follow up calls and future interactions
Capture prospect interests and marketing sources

Lead Manager Features by Type
Sales Lead Capture
Capture Leads from Forms on Web site	Unlimited Lead Types and Queues
Product Specific Inquiries	Capture Detailed Prospect Interests
Full Lead Analytics by Referral, Keyword and Source	Grant Prospects Access to Premium Content
Sales Lead Management
Customizable Workflow	Activity Tracking
Append Notes to Leads	Leading Routing
Lead Scoring	Promote Leads to Sales Opportunities
Sales Opportunity Management
Track Opportunities through Customized Workflow	Task and Activity Tracking
Forecast Opportunity (Funnel) Value	Create Multiple Quotes from Opportunities
Create Orders from Opportunities	Append Documents and Media to Opportunities
Define Contact Roles within Opportunities	Route and Assign Sales Opportunities
Marketing Automation
Insert Lead Contacts into Drip Email Campaigns	Groups Leads for Re-Marketing

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Customer Success

"The end of the year is a very busy and important time of year to our business. With many of our staff out on vacation, Precis came to our rescue to trouble shoot problems with our online self-study programs. Their staff personally called our customers to help trouble shoot issues; hence essentially saving the day for us. The team at Precis has been our partner in technolgy for nearly ten years. It's a great relationship."

- Liz, Deputy Director, Colorado Society of CPAs