Lead Management

Helping your consultants streamline the lead management process is extremely important to your business. Providing a system that is easy to add leads, easy to manage, and that tell you the next step is crucial to the successful growth of your business. This robust lead management system will track email opens and video views for each prospect, making the prospect-to-salesforce conversion more targeted and valuable.Our Lead Management system streamlines your salesforce reach out efforts by managing the process for them, adding leads directly from their device and assigning status for easy sorting, reminding the salesforce to complete tasks, and automatically handles strategic messaging for both your products and your opportunity. In addition, give your salesforce easy on-the-go training opportunities for prospecting with Action Paths and log each action taken with prospects.