Leads

Leads are a priority for any sales organization. Advance™ leads can be placed in a queue for distribution and then automatically fed to sales people.

The process of converting a lead to a contact and customer is unique. When the user selects convert, the system will automatically create an account and a contact icon in one step.

Leads are fed to dashboards that offer extensive reporting to make sure nothing falls through the cracks.

Kanban view expands the capabilities and makes it easy to workflow leads.