Lead Creation Overview

WATCH: Creating a new Lead

  • Watch as we create a new lead and fill out required fields.

  • See how the Discovery Questionnaire is answered to help your sales team tailor a quote specific to the customer's needs.

  • Discover how to add notes, and upload images to keep your team up to date on any communication with the customer.

Lead Management

Stay on top of your leads

  • Create a discovery questionnaire and track solutions to common problems your customer may have.

  • 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.

  • 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.

Create Lead

Try Logic for 30 days with a single account.