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Feature Details Preview

Lead Management

The Prospects module of SoClose allows you to effectively manage your leads in one place. You can change the status of your prospect on this list to 6 different statuses: Waiting, Pre-qualified, Called Back, Completed, Converted Client, and Refused. With these 6 statuses, you can also sort your list of prospects by status. To sort records in the leads list, click on any column title that can be sorted. This allows you to sort the column in ascending or descending order. You can also edit, download, assign, or simply delete leads that you have already created. To modify, download, assign, or simply delete, you can click on the "lead" button and follow the easy instructions. To merge duplicate leads, select records in the leads list, then click on the Merge link in the actions list at the top of the page.