New Feature – Attach Files to Records via Lead-Xpress

If you use Lead-Xpress you’ll find a new feature available, attaching files.

You’ll need to update the email notification content to include the attached files section and you’re all set.



Just in case you aren’t a Lead-Xpress user or you’ve forgotten what Lead-Xpress is and does here’s a brief recap.

Lead-Xpress allows users to update the database without having to login.

Lead-Xpress solves the issues of inefficiency, miscommunication and staggering costs involved with managing leads through a distributed sales force, independent sales agents or multiple sales channels by providing access to the CRM through an email – without having to login to the CRM.

Lead-Xpress also allows managers to send leads and requests for updates to accounts or leads directly from the LeadMaster system to the sales rep via LeadMaster’s built-in email function. The sales rep receives the email, which contains a link to a simple form. The form is linked to the CRM so the rep can update the status of the account or lead. It takes seconds to complete and can even be done from a mobile phone at no additional charge.

No training is necessary; the manager no longer has to hound reps to record the account and lead’s status; and sending leads and update requests through LeadMaster is fast and simple, requiring only 2 or 3 clicks in the system.

By providing a simple lead management solution at rock-bottom prices, Lead-Xpress drastically reduces the cost for a company to track leads as they move through their sales force and/or channel partners.

Moreover, the Lead-Xpress form can be customized to better meet individual company requirements. The customizable Lead-Xpress form can be viewed and submitted from any Internet browser or web-enabled phone; again there’s no additional cost for the mobile client. In fact, the system can be configured so that reps immediately receive a text message each time a new lead is assigned. Studies have shown the faster you respond to a lead the better the chances you’ll close the sale. Sending text messages with leads will help reps respond to leads faster resulting in more sales.

With Lead-Xpress information is more accurate and up-to-date. As a result, forecasts and reports are more accurate, leading to better business decisions and a more efficient lead management process across all sales channels.

And by automating the update and assignment process, Lead-Xpress minimizes errors and streamlines the lead distribution and update process.

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, What's New at LeadMaster

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