Hot Leads

There are times when you are working with a client and you feel that the opportunity is greater than what you can convert on the day - whether it's because you clicked with the customer or they informed you that they do want to do more but now isn't the right time?

Yes - you can do automatic quote follow ups via email and SMS but a personal phone call from you will always trump the rest.

So, when this happens, use the 'Hot Lead' function. It's a subtle visual reminder that a job requires your attention for a quick phone call.