Join us for a first look at the latest advancement in sales management for ConstructionOnline - the new Lead Timeline view! This exciting new view provides a more digestible, time-based view of your lead events, communication, documentation and more. We’ll be covering what’s new and improved, including:
- Easier data entry for your Lead details, stages, values, sales reps and more
- The new Timeline entries for events, call logs, notes, messages and more
- Filtering your Timeline to only show the type of info you’re looking for
- The new and flexible Notes tool for quickly adding details or files to the Timeline