October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 1 Overview Features (1)

• No Duplicate Leads or Contacts.
• Searches your preferred criteria, such as Emails or Mobiles.
• Matches contact email addresses to client websites.
• Multiple Enquiries for each Lead, Contact & Account Record.
• Website Integration.
• Find and Add Widget for Sales Teams using CRM.
• Compare Records Widget.
• Automatic Invoice Creation for Upfront Payments.
• Automatic Lead Conversion for Accepted Quotes.
• Sales Enquiry Reports and Dashboards.