Lead/CRM System Updates

Lead/CRM system updates. New features include a calendar and email templates to send to leads.   The calendar features allows storing of events/reminders in the calendar system.   The display of the calendar system looks like a calendar with each day shown in the month.  Clicking on day will show you all the events listed in that day.

The email template feature allows the creation of email templates with a subject and body of the message.  These templates can then be used to send a quick email when viewing a lead to the contact.   Also included email signature management to manage your signatures of your outgoing emails. You can also just use a blank template when sending an email to a contact or adjust change the template subject/message for each contact.

Screenshots of the lead/crm system containing parts of our latest updates

For more information about the lead/CRM system contact your account manager.

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