Join Leigh MacLeod, WorkflowMax Global Head of Customer, and Josh Licence, Implementation partner from Blue Rock Digital.
If you’re in sales, this webinar is for you! Find out how WorkflowMax lead manager can help you track every step of your leads, proposals and sales pipeline from one place. We’ll cover how to forecast conversion likelihood, how to save time with templates, and how easy it is to turn prospects into projects with just a few clicks.
Who’s this for: Sales teams. Business development managers, administrators and job managers
- Overview and benefits of Lead manager
- Integration with our App Partner Indemandly
- Setting up Lead categories and reporting
- The benefits of Lead templates
- Activity history and email integration
- Creating a quote from a lead
- Winning work and turning it into a job
- Using client manager to identify prospects vs clients
The job data you need to capture (such as time and materials) and how to capture it
How to analyse job data so you can improve job costing for future jobs