How the Leads Section in Perfex works - CRM PERFEX
Тәжірибелік нұсқаулар және стиль
How the Leads Section in Perfex works - CRM PERFEX
Perfex LEADS is a powerful feature designed to streamline and optimize your lead management process. Perfex LEADS offers a comprehensive solution to help you capture, track, and convert leads with ease.
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Key Features of Perfex LEADS that we cover in this video:
1. Lead Capture
2. Customizable Lead Fields
3. Lead Segmentation
4. Automated Lead Assignment
5. Lead Communication History
6. Lead Status Tracking
7. Follow-Up Reminders
8. Conversion Insights
9. Sending Proposals to Leads
10. Leads goals and Reporting
With Perfex LEADS, you can take control of your lead management journey
🔥We provide PERFEX to Small Businesses, we do everything from the technical setup, and customization to support throughout your business journey.
Contact us today 📩: Info@successbydesign.co.za
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Thanks for watching, and if you have any questions or would like to learn more about PERFEX
#perfexcrm #CRM #smallbusinesssoftware
Пікірлер: 7
Good job
Good Job
@successbydesign3483
8 ай бұрын
thank you
Thank you for this
@successbydesign3483
10 ай бұрын
My pleasure!
What if a existing customer made a inquiry, That has to be a lead but not converterd to a customer !
@successbydesign3483
8 ай бұрын
An existing customer makes a query via the client portal and it comes into the system as a ticket. you will receive an email alerting you/or the people you assign to that department in the system will