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.