Lead Management
New Lead
LeadFlow
Leads
Create Lead
Calendar
Logout
Update Lead
Capture core lead details, contact preferences, source and internal notes.
Business Name
*
Business Name *
Primary Contact Number
*
Primary Contact Number *
Secondary Contact Number
Secondary Contact Number
Email Address 1
Email Address 1
Email Address 2
Email Address 2
Preferred Contact Method
Phone
Preferred Contact Method
Lead Source
Website Form
Lead Source
Notes
Interested in staff training and lead follow-up automation.
Notes
Multiple emails supported
Tasks can appear in calendar
Case notes added later
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