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Schedule and Manage Marketing Activities for Prospects
Schedule follow up activities for prospects by time and by person. Keep track of scheduled activities by time frame and update with pertinent notes. |
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Effectively Communicate with Prospects
Send emails from within Right Click, along with attachments such as brochures or other marketing material, to a prospect or group of prospects. Print marketing letters along with mailing labels to send to prospects and their contacts. |
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Incredible Flexibility and Control
Create lead source categories, referral categories, letter templates, activity list, referral classifications, and other matrices quickly and effortlessly. Transfer leads from one community to another with a click.
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Lead Preferences, Face Sheet, and Assessment
Enter prospect preference information as received. Create an assessment on a lead to determine needs. Prospect Face Sheet automatically created from information entered across the Marketing module. |
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