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Sunday, January 2, 2011

Lead Tracking Calendar View

The lead Tracking calendar view provides you with a view of the leads enteing the system over the calendar day. This view is interesting in managing the work flow and allows for the reporting of appointments set on the lead.

The calendar reflects new business for that day as well as any estimates installations or templates that you may have scheduled.

The status of the variosu leads also shows the movement of a lead through the system keeping track of active closed and contracted accounts clearly in this view.

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