Try It...Capture & Distribute A Sales Lead

ProAct Contact™ allows you to quickly capture and distribute sales leads to your reps, distributors or others in your sales channel. This sample form will demonstrate how a lead is added to a database we maintain for your organization. 

An alert will be sent by e-mail to the sales rep you designate. This alert will contain lead information, prepared correspondence and a report summarizing leads sent this week. You may also have a sample introductory communication sent directly to the lead to kick start the sales process. 

*Required

LEAD INFORMATION

Company:  

*Name:

  
Title:

 
Address:

 
City:  

State/Prov:

Zip/Postal Code:

*Phone:

Ext:

Cell:

 
Fax:  

E-mail:

 

*Interest:

 

*Planning To Purchase In  

LEAD FOLLOW-UP ACTIONS

Indicate the actions to take as part of the lead distribution process; these can be set manually or rules can determine what is sent automatically 

Send Introductory E-mail Message To Lead:  Yes  No  

Prepare Introductory Letter To Lead: Yes  No  

FOLLOW-UP CHECK BACK

If no input has been received, a call report reminder will be sent to the rep based upon the interval & # of times to check back with them

Check Back Interval: Every Days

Check Back Frequency: # Of Times

LEAD DISTRIBUTION ALERT RECIPIENTS

Multiple recipients can be designated; these can be set manually or rules can determine who gets notified and when

*Rep Name:

*E-mail:

Manager Name:

E-mail: