Capture Leads Quickly and Accurately
Don’t waste time entering a lead’s details. With Insyte, leads can be captured quickly and accurately either over the phone or in person so you can spend more time with your new customers.
Capturing leads quickly and efficiently with Insyte takes the tedious out of data entry allowing your staff to spend their time with a new lead.
Insyte’s lead capture process ensures accurate information is collected utilising auto address entry technology and duplicate entry prevention.
There is nothing more frustrating than contacting a potential lead or turning up to an appointment only to have the wrong address.
Video 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.
