Lead Perfection Sub-Tables and Documenting Your Activities
Update: 2021-12-13
Description
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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