Uploading Sales Leads

Casetrackerlaw has a sales tool. This is not a new feature how-ever it is becoming more and more in demand. Do you have a sales team? Do they make their daily calls from a spreadsheet and add collected information into the tiny little cells? Wouldn’t it be wonderful if you could just upload your leads into a system that your sales team can then work from? A system that allows your sales people to make their calls, gather and store information, send sales material via fax or email and set follow up reminders to call them back on particular days, all done from one place. You can with CasetrackerLaw.

Just recently we had a client that wanted to start using his sales tool and wanted to upload leads from a spreadsheet. No problem, CasetrakerLaw’s sales tool can do that. However, this client tried to upload his leads from a spreadsheet that had dropdown menu’s at the top of each of the columns. In order for his upload to work, he had to “clean” his spreadsheet and get rid of the dropdowns and he had to make sure that the spreadsheet was saved as a CSV (comma delimited) file. Watch the video tutorial to learn how to use this feature.

Once the leads are uploaded into the system with all the pertinent information in the correct fields, they can then be assigned to the sales team. Administration assigns the leads to the salesperson of his or her choice and they can be re-assigned at any time as well.

FYI: CasetrackerLaw has been working on new ways of letting people view our software features. We have the ability to send video lessons via email or view them by going to a private website for lessons only, Mobileme.com gallery, screencast.com and youtube. And if you aren’t allowed access to Youtube, you can view them with Quicktime movie. We reccomment you view them in 720p.