Lead Management

Tracking leads from initial contact through changing details and qualification can be difficult to manage for a salesperson. Salespeople need a centralized location for all the information pertaining to leads to keep them fully up to date and to track their progress and contact with those leads. The Lead Management application from Optymyze provides end-to-end lead management, including the ability to enter and edit information about leads, track activities relating to leads, manage the qualification stage of leads, and qualify/convert leads to contacts, accounts, and opportunities.