Exporting Leads

by greg | December 17th, 2017 | Posted under

The Growth Engine’s Customer Relationship Management (CRM) component handles the core features necessary to track leads. It works perfectly for smaller businesses that don’t many of the features found in more robust CRMs. If your company is already using a CRM, leads generated can easily be exported from the Growth Engine.  They are exported into…

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Editing a Lead

by greg | December 17th, 2017 | Posted under

The information gathered with each lead varies by Campaign. You may have a relationship with some leads, or your staff may gather more information while on the phone with a lead. Either way, there are times when you need to add more information associated with a lead in our CRM. Below are the steps to…

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Viewing Leads

by greg | December 05th, 2017 | Posted under

Each lead generated by a Campaign is sent to the emails specified under your profile.  If you’d like to review who is notified, click here. Along with email notification, all leads are easily accessible through the Growth Engine. At any point, your staff can come into the Growth Engine and view, edit or track the…

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