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Lead Perfection Sub-Tables and Documenting Your Activities

Lead Perfection Sub-Tables and Documenting Your Activities

Released Monday, 13th December 2021
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Lead Perfection Sub-Tables and Documenting Your Activities

Lead Perfection Sub-Tables and Documenting Your Activities

Lead Perfection Sub-Tables and Documenting Your Activities

Lead Perfection Sub-Tables and Documenting Your Activities

Monday, 13th December 2021
Good episode? Give it some love!
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On this episode OneLeg Up: Tech Squawk, the OneLeg tech team is diving further into the Lead Perfection platform and specifically discussing how users can better utilize sub-tables (pre-sale and post-sale), which is a area that can be customized to your business: such as referral information (pre-sale) or lead scoring; and post-sale finance info.

 In the second half of the podcast, the team explores the various ways in which you can document your customer relationship, your marketing and sales process, and how your home improvement company keeps notes about opportunities.

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