New Features in Lead-Xpress – Opportunity Management, Custom Forms & Comments

Lead-Xpress allows a LeadMaster user to request updates from the account manager or partner rep who is assigned the lead.

Lead-Xpress users receive the email containing the request and information about the lead and a link to update the status of the lead.

Now Lead-Xpress includes opportunities, custom forms and highlight comments.

Opportunities - Custom Forms - Highlight Comments Now Available

Opportunities – Custom Forms – Highlight Comments Now Available

Here’s an example of a Lead-Xpress email.

Sample Lead-Xpress Email Requesting an Update

Sample Lead-Xpress Email Requesting an Update

This is the web page the rep sees when they click on the link to update the lead.

Lead-Xpress Sample Lead

Lead-Xpress Sample Lead

This is express check boxes / click actions and sales progress drop-down menus are also available on the Lead-Xpress update page.

Click Actions and Sale Progress Updates from Lead-Xpress

Click Actions and Sale Progress Updates from Lead-Xpress

Here is some additional information on Lead-Xpress you may find helpful.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions

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