"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
Capterra 
"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