The “prospect referral report” is a fabulous tool for tracking all the companies and business associates that refer business to you. In order for this report to work; you need to enter the name of the referral into the “referred by” field while adding the prospect.
The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.
This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197
Showing posts with label sales prospects. Show all posts
Showing posts with label sales prospects. Show all posts
Monday, May 17, 2010
Wednesday, March 24, 2010
Backup - Download - Upload
CasetrackerLaw has many little features hidden throughout the system. These features are not really hidden, just placed in specific locations with-in the system. The hidden feature I’m discussing today is the “Backup” feature and you will find it in the “settings” department. (Top, right-hand side of any page you go to) The “Backup” feature allows users to download their client list, forwarders list, status history and more.
We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.
For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…
Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.
We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.
For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…
Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.
Wednesday, January 13, 2010
Sales, Your Way
No two people work the same way. Casetrackerlaw gives you the versatility to do things "your way".
Casetrackerlaw's sales tool is a completely automated management system. Users are able to schedule followup calls to their sales leads with a "prospect followup" tab that will tell them who, when and why the call should be made. This tab is found at the top of the page as soon as you log in and there is a number next to it letting you know how many followup calls you need to make that day. At the bottom of this page there is an extensive notes section that gives you the space to make as many notes as you want. Some sales people love detailed notes while others jot down a few words and move on.
There is also a "prospect reminder" tab, also at the top of the page, that will allow you to give this prospect a priority using a color coded indicator, a date to call back and a smaller note section for details about why the call should be made. Opening this page will give you at a glance, due to the color coded reminders, which prospects are priority.
I will continue to discuss, in the following posts, more about our great sales tool and it's extensive features.
Our thoughts and prayers go out to the people of Haiti.
Casetrackerlaw's sales tool is a completely automated management system. Users are able to schedule followup calls to their sales leads with a "prospect followup" tab that will tell them who, when and why the call should be made. This tab is found at the top of the page as soon as you log in and there is a number next to it letting you know how many followup calls you need to make that day. At the bottom of this page there is an extensive notes section that gives you the space to make as many notes as you want. Some sales people love detailed notes while others jot down a few words and move on.
There is also a "prospect reminder" tab, also at the top of the page, that will allow you to give this prospect a priority using a color coded indicator, a date to call back and a smaller note section for details about why the call should be made. Opening this page will give you at a glance, due to the color coded reminders, which prospects are priority.
I will continue to discuss, in the following posts, more about our great sales tool and it's extensive features.
Our thoughts and prayers go out to the people of Haiti.
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