Track everything in ONE system! Including LEADS!
Another great feature in Velocity 2.0 is the ability to track ALL things related to your business. Even with as little as a name and contact detail, you can create LEADS to track on your DEAL DASHBOARD and in your Velocity Calendar…..which also syncs to a Google Calendar.
Simply by selecting Add Lead you create a Dashboard entry to have them organized in one spot. Keep notes for follow up and build an application as your learn more about your customer!
Creation of a lead also creates a contact in a single step. You have the ability to TAG your contact for future communication or marketing.