How LeadPro Works

Streamline and centralize your sales efforts

With LeadPro, you can review, analyze and update customer information as needed. Information about current and prospective customers can be entered in three ways:

• Your salespeople can enter leads using an easy-to-complete form.
• Information from your website’s contact form or credit application can be automatically imported into the LeadPro database.
• If your back-end software exports account information, LeadPro can autofill data in order to add existing customers.

Your sales representatives are fully accountable

• LeadPro keeps track of all system changes up to the minute, including the time the entry is created, individual updates and status changes.
• The system administrator can assign, track and review the detailed history of each lead from start to finish.
• For greater control of your sales staff’s productivity, specific time frames can be designated for the lead status to be updated – notifications will be repeated until status has been updated.

Customized and password-protected

Each item will include the following information (fields and additional options will be modified to meet your specific needs):

• Account number (existing accounts only)
• Customer name
• Customer contact information
• Addresses (multiple for move-in/move-out)
• Referral source
• Products and services of interest
• Urgency of lead
• Status of lead
• General notes
• Much, much more

LeadPro is fully password-protected; a designated administrator or manager can add or change users and determine their level of access to the system.

Manage your sales staff’s performance through custom reports

• Administrators will be able to filter the entire lead tracking database by status, last date changed, urgency, salesperson, or any other criteria stored.
• The system administrator can view customized reports of each sales representative’s progress.
• Any other custom reporting necessary can either be built into the system or generated by PriMedia as needed.