Leads Log

CasetrackerLaw is not just a web based collection management system that creates a streamlined workflow for a busy collection agency or law firm. There is also a sales department available that will manage your sales force and keep track of all the leads and prospects that are being worked on.

Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.

For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197