Answering enquiries · workflow

Handover is where most leads get lost.

Qualifying a lead is only half the job — somebody then has to follow up. Tasks put that follow-up on a named person with a date, and the activity trail records what actually happened.

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How it works

Three steps, start to finish.

1

A qualified lead becomes a task

Assigned to a person with a date, not dropped into a shared inbox to be noticed.

2

Activity is recorded

Calls, messages, notes and outcomes, all against the lead.

3

You can see the gap

What was promised versus what was done, per person and per lead.


What you get

Everything that is included.

Follow-up assigned to a person with a due date
A full activity trail per lead
Per-person performance you can actually see
A calendar view of what is due

Questions

The ones people actually ask.


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