Lead Management

Keep track of your leads and prospects and share this with colleagues. Track the progress of sales opportunities, manage the day-to-day activities related to running your business, follow up on new leads, and stay in touch with your current customers.

Convert Leads to Accounts

Leads may be converted to Accounts and Contacts at any time with proper permissions and this can be seamlessly shared with other QBIS systems (Project Management, Time Reporting, Invoicing)

• Track the origin of Leads by customizing the Source drop down menu
• Rate Leads as Potential, Cold, Dead, etc. by customizing the Rating drop down menu
• Categorise leads based on company size and revenue
• Leads can be categorized by type of business by customizing the Branch drop down menu
• Leads can be re-assigned and distributed to other users or sales personnel