WATCH: Creating a new Lead
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Watch as we create a new lead and fill out required fields.
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See how the Discovery Questionnaire is answered to help your sales team tailor a quote specific to the customer's needs.
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Discover how to add notes, and upload images to keep your team up to date on any communication with the customer.
Stay on top of your leads
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Create a discovery questionnaire and track solutions to common problems your customer may have.
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Utilize Stale Lead Tracking which allows Logic to remind you to follow-up with a lead that hasn't had any interaction within a configurable timeframe.
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Close or Suspend leads until a future date. Useful for when customers are in a pre-existing contract and Logic will auto-activate the lead on the date specified.
