Leads

Once you move Inquiries or Source Items to leads, Tradepoint offers you a whole features to manage your contact.  Look at the tabs: 

Appointments, RFQs (Request For Quotes), Quotes, Documents, Notes, Contact

This window theme is the most used theme / template in Tradepoint.  If you learn how to use this window effectively, you have already learned over 90% of the software’s design (feel free to open customer, dealers and warehouse windows to prove the point).

Tradepoint's lead management system allows you to specify any sales or lead management process by creating your own custom categories statuses ownership levels and more.  Tradepoint can automatically create new events once an event is completed.  One Example would be: when an appointment is set, Tradepoint can automatically flags a staff member (admin or sales) to confirm that appointment 24 hours in advance. Another might be: if a voice mail is left and the individual did not return the voice mail within 48 hours, Tradepoint will flag the staff member that left the voice mail to try calling the contact person again.  This is a powerful advantage for “closing the sales loop” and ensuring that every sales process either results in a sale, or the sales person actively giving up on a contact.  All problems in between like: Forgetting to call back, forgetting about a client for 3 weeks because of the other 90 clients in the roster were too overwhelming.  You get the idea.  Using Tradepoint CRM features properly is just about guaranteed to raise your sales if not raise the effectiveness of every staff within your company.