Sales
Project Management
Service
Purchasing
Inventory
Time & Expense
Billing
Mobile
Setup

Lead Management

Track sales leads and qualify to accounts, contacts and new sales proposals.

Lead Management
Enter a Project Lead
Assign a Lead to a Salesperson
Conduct Lead Follow Up Activities
Qualify Lead to Project Proposal
Qualify Lead to Agreement
Disqualify a Project Lead with Reason Code
Assign Lead to Nurture Status
Qualify Lead to Opportunity

Process Flows

Lead Management
Opportunity Management
Project Estimating
Account and Contact Management

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