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Leads Management

11/7/2006 by TeamDesk

This preconfigured web-based application provides your team with a centralized searchable environment to manage sales leads.

Structure

Leads Management structure

Description

This preconfigured web-based application provides your team with a centralized searchable environment to manage sales leads.

What's Tracked?

  • Leads
  • Tasks
  • Events
  • Calls
  • Outbound E-Mails with E-Mail Templates
  • Notes & Attachments

Lead

Lead

New Task

New Task

New Event

New Event

Log a Call

Log a Call

Send an E-Mail

Send an E-Mail

New Note

New Note

Attach File

Attach File

E-Mail Template

E-Mail Template