Sales & CRM
- Track Sales Activity
- Convert Lead To A Job
- Track Conversion From A Lead To A Job
- Create A Sales Lead Process
- Sample Report: Sales Activities
- Report On Leads Converted To Jobs
- Sample Lead Form To Download And Import
- Tracking Sales Leads In Systemize Overview
- Create A Lead Field
- Sample Report: Number Of Sales By Salesperson
- Lead View: All Active Sales Leads
- Lead View: Leads Needing Follow Ups
- Sample Report: How Customer Found Us
- Lead View: Filter Leads By Salesperson
- List Jobs With Unserialized Inventory
- Lead View: Leads Activities Missing Dates