Lead Tracking

(Previously Solarsoft iVP)

The Lead Tracking module provides the framework for effective planning and for the systematic followup of planned lead tracking activities. Each sales lead is individually logged onto the system and assigned to the sales person who has the best potential to develop the lead. Specific actions are scheduled and a follow-up calendar established. A running record of each lead plots the actions taken and the customer's response. Set up codes and maintain master files that are unique to lead tracking.