Lead Hub

Lead Hub

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New lead

Who took the call?

Contact name

Business

Phone

Email

Job address Type of work (tap all that apply)

What they need How did they find us?

Settings

Flag a lead as stalled after (days in the same stage) Partial quote owner: security, fire, cameras, access, network Partial quote owner: audio / video only Full quote owner

The flow

Intake: whoever took the call (Michael or Zach)
Partial Quote: David for security, fire, cameras, access and network. Michael for audio / video only. Design and layout are part of this stage.
Full Quote: Michael assembles the full quote. Michael gets an alert here.
Quote Sent: stays with whoever had it
Won / Lost

440.532.0691 | www.averaohio.com | mike@averaohio.com