"Export for CSV, Excel, LinkedIn,
Custom Statues, unqualify leads, qualify leads,
Sort leads by RESP, Mortgage debt (create tag)
Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.)
Convert button brings them to the sales pipeline
Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why...." Read more
"Export for CSV, Excel, LinkedIn, Custom Statues, unqualify leads, qualify leads, Sort leads by RESP, Mortgage debt (create tag) Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.) Convert button brings them to the sales pipeline Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why...." Read more
6 years ago
Capterra review