Support Center

Lead Management: Manage your Sales Process

  • Track Campaigns with Phone Numbers

    PestPac Lead Management can track the number of incoming calls to your business through a unique tracking phon...

    Feb 13, 2018 11:00AM EST
  • Create or Edit Workflows

    Workflows are the process that a lead goes through to move through the sales funnel. These are the steps your ...

    Sep 19, 2018 01:36PM EDT
  • Define the Required Details for Leads to be Entered

    To ensure your CSRs and sales staff are entering the most important information to best work a lead, administr...

    Dec 20, 2017 03:53PM EST
  • Set your Sales Funnel Stages

    In PestPac Lead Management, the sales funnel is a tool that allows you to visualize the progression of a lead ...

    Jul 16, 2018 01:50PM EDT
  • Create or Edit Lead Sources

    Lead Source is the high-level attribution for your leads. Campaigns are the more specific ways your leads came...

    Dec 20, 2017 03:46PM EST
  • Create or Edit a Lead Form

    A Lead Form is a customizable form you create and post on your website to gather information about your lead. ...

    Jan 25, 2018 05:36PM EST
  • Create or Edit Workflow Alerts

    PestPac Lead Management has the ability to send customized alerts to users when tasks are either complete or p...

    Dec 20, 2017 04:16PM EST
  • Create or Edit Lead Assignment Rules

    Lead assignment rules direct leads to a sales region, a specific salesperson, and workflow. You can enable a d...

    Jun 20, 2018 11:29AM EDT
  • Create or Edit Lead Form Types

    Lead Form Types are labels that allow you to classify forms you create for better organization. For example,...

    Dec 20, 2017 04:18PM EST
  • Create or Edit Closed Lead Reasons

    Closed Lead Reasons are descriptions that explain why a lead was lost. You can add multiple Closed Reasons for...

    Dec 20, 2017 04:19PM EST

Contact Us
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found