WorkWave

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Lead Management: Work Your Leads

  • Close a Sale in One Call

    When a lead does not need to work with a salesperson to become a customer, PestPac Lead Management allows for ...

    Jan 19, 2018 12:38PM EST
  • Add a Lead and Assign to a Salesperson

    Using PestPac Lead Management, you can add a lead to PestPac and either let it auto-assign to a salesperson or...

    Jan 19, 2018 01:20PM EST
  • Add Attachments to Leads

    Throughout your day, you should be updating tasks and adding or editing information about your leads to feed i...

    Sep 13, 2017 05:27PM EDT
  • Add or Edit Services on a Lead

    Throughout your day, you should be updating tasks and adding or editing information about your leads to feed i...

    Oct 16, 2017 04:24PM EDT
  • Add additional Contacts to a Lead

    Throughout your day, you should be updating tasks and adding or editing information about your leads to feed i...

    Sep 13, 2017 05:23PM EDT
  • Add Notes to Your Lead

    Throughout your day, you should be updating tasks and adding or editing information about your leads to feed i...

    Sep 14, 2017 11:17AM EDT
  • Add or Edit Locations on a Lead

    The lead profile contains contact information about the location of service, and bill-to address (these may be...

    Sep 13, 2017 05:39PM EDT
  • Send an Agreement to a Lead

    An agreement can be sent to a lead if it is qualified, contains a service, and is assigned to a sales person. ...

    Jun 04, 2018 03:53PM EDT
  • Add A Credit Card to a Lead

    Throughout your day, you should be updating tasks and adding or editing information about your leads to feed i...

    Mar 15, 2018 12:21PM EDT
  • Copy or Reopen a Closed Lead

    Lead Management provides two options for users to reengage a previously closed lead. The lead can be copied, a...

    Mar 20, 2018 03:48PM EDT

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