Import Leads Confirmation Dispatch Rehash Reschedule Follow Up Projects Contacts Customers Dialer Calendar Search Progress Panel
Home Improvement Software - Post Sale Follow Up
Post Sale Follow up: Once a load was sold and project is completed, the company has a new customer who know and like the company already. Such customers are often need more Home Improvement projects.
The HIS helps here as well: Once a lead was converted into project, the HIS create a new appointment that will appear at the right time in Post Sale screen. A specially trained personal operates this screen and calls existing customers, attempting to generate more sale.
Shows sold leads so canvasser can contact later in time and try to sale more products.