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
- Lead View: Leads Activities Missing Dates
- List Jobs With Unserialized Inventory