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Membership Software- MemberzPlusTM - Lead Opportunity Screenshot
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Mouse over any part of the image below for more details.
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Letters
Create or customize letters that are "mail-merged" with the details. Send them with a simple click.
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Print Contact
Print the contact with all of the details to paper.
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Assign Contact
Assign the contact to another branch, group, or user. Notify them via email or create an escalation rule if the contact is not worked within a specified period of time.
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Place on Hold
Put the contact on hold and schedule a follow up for later.
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Contact Status
Contacts can be either: New, Assigned, Open, On Hold, Expired, or Closed. You can easily add statuses with our rules editor.
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Page Controls
These controls allow field level security to be modified, business rules to be changed, help for your customer service reps or the window to be pinned so it can be viewed side by side with other content.
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General Information
Specify the type of contact, sorce, priority, and short description. This can also be pre-populated based off of the customer service representatives function within the business.
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Contact Information
These fields are pre-populated based off of our knowledge of the customer. Should it need changed the fields are not only validated but adddress corrected on the fly to ensure quality data.
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Configurable Tabs
Tabs are configurable based on the type of contact. Manage the tasks, create forecasts, add notes, view the assignment or field level history, blame vendors, add attachments and more.
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Configurable Details
The details forms are configurable during runtime using a drag and drop editor. Create your own forms and track new data that is not only reportable but exportable to your marketing engine.
Description
A fully functional contact tracking system allows you to track complaints or leads. These are tied to a customer within your demographic footprint to assist with marketing analysis for sales potential.
New lead types can be created on the fly that can track field level details not currently tracked in the system! Click a button and push the lead into the source
system to reduce data entry and maintain a consistant profile of the customer accross all systems.
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Copyright Ross Group Inc 2010
Ross Group Inc is an Equal Opportunity Employer, Affirmative Action Employer, Employee Owned Company.
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