Use the Lead Tracker Mobile App for field service automation to track leads.
- Submission Editing
- Reference Data
The app is used to track contacts for door to door appointments. This is a great app for a sales team or small business owners who doesn't want to learn complicated lead management software.
You can build a list based on addresses and log information gathered from each a visit such as potential leads, renter, not interested or no answer. The app summarizes all visits to determine the total number of contacts made.
This customer relationship management tool automatically saves to the GoCanvas Cloud. You can print or email leads as a PDF to other members of your sales team or keep for your records.
For more on field service management software for small businesses, check out our popular field services business resource guide that will help you modernize your company!