Lead TrackingThere are several ways to navigate this area, depending on how the information is first gathered. If the homeowner starts with the Contact us page, then some information will already be filled in the database. You will have received an email saying that the form has been filled out. The link below will take you to a page to see a list of people who have filled it out (Yellow Box). If you click on a name in the Yellow Box, a read only summary of that client is available. In addition, if they didn't use the Contact us form, then you can begin an entry to the database by using the form on the top of this page. START A NEW RECORD, SEE LIST OF HOMEOWNERS, CLICK THRU TO READ ONLY SUMMARY Once your client contacts you, you'll want to do a follow up call and gather more information. If you use the page below, as you are on the phone, you can type in the details. Most homeowners won't answer this many questions online, so by interviewing by phone, you can add to your information. Additionally on this page, at the bottom, you can keep notes about your reaction to this client for the next person who may be contacting him, or to note who should do what and when next. While in the edit page, if you specifically ask if they have seen your newsletter, ad, yard sign, found on web and enter a 1 in the box for "yes" it will show that information on this page: MARKETING REPORT - EVALUATE LEADS |
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