Transcript

Don’t waste time with complicated data entry systems. With Insyte, capturing a lead can be done intuitively, and accurately in seconds.

Let’s show you how.

Click on “New” and select “Lead”.

Enter a name, click “Search”, then “New Customer”.

Enter an email address, a mobile number, and other numbers if required.

Search for the address using “Google Address Search” and click on their address. The fields are automatically populated ensuring address details are accurate.

Continue by clicking “Next” which displays the “Billing Contact” details.

Click “Next” again, to display the “Site Address”, then click “Finish”.

Select the “Product of Interest”, add a quantity, and select “Lead Source”, then click the “Save” button.

You have now successfully created an Opportunity.

Capturing a lead with Insyte is quick and simple meaning you get to spend more time with your potential customers.

Why not try Insyte today for free and see how else Insyte can benefit your business.