Best client contact software for Security

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okay so in this video i'm going to show you exactly how to create a brand new lead so let's just say your company submitted flyers at the doors and the client called you back and said they received your flyer and want you to send a sales person over to their door okay you click on the lead source and let's select flyers and you would type in the client's name by asking them over the phone put their city in and their phone number keep in mind all this information without a red star does not need to be entered in but if you want to have better tracking to be able to call them back in case something happens or if you're assigning an action to show up to the door to where the sales person would show up at a certain time it's good that they have the actual customer's address so let's create this lead and if you wanted to write any notes you can and assign it so now that the lead is actually created you can do more things with this lead perhaps you want to make sure that the client passes credit before sending the sales rep to the house well you have the option to run the credit from direct within here and yes we are integrated with the credit bureaus over here you have the sales rep that you want to assign this lead to perhaps we want to assign it to this sales rep and make sure an action is set up for him to show up which is visit the lead at a certain date and time now we save the lead and instantaneously this has now been sent directly to the sales rep