Following up Leads  | Adding leads | Set up & management

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Dashboard brings it all together

Summary of the users leads as well as new leads, a list of the To Dos that have become due and a visual snap shot of their current performance.

See exactly what is going on, the value or your sales pipeline and who is performing in a quick snapshot.

All the Leads details in the one screen

All the details provided about the enquirer. How to contact them, what they are interested in, how much it is worth.

Managing the lead is easier with personal To Dos, reminders and notes. Move the lead through your Sales Pipeline to completion and automatically report on the progress.

Lists – View, update and assign leads (incl. Team Leads)

Efficiently manage multiple leads saving you time to focus on the leads that really count.

The lead and opportunity lists provide a summary of your leads and functions to undertake everyday tasks without having to open each lead individually.

See the status of leads at any stage of your Pipeline, which member of your sales team has the lead and assign leads to other sales people as required at the touch of a button.

One click Reports

In depth analysis into the status of your pipeline and your sales teams performance.

To run a report simply click on the link and the chosen report is generated in real time. Use the radio buttons to change the view or filter the info displayed. Reports based on the users own leads and those of members of their team.

Lead Database

Each user has access to their leads, past and present. The powerful search engine enables searches across multiple criteria. Click through to the leads full details. A full history of all your leads is available.

B12 Leads for ALL your leads

Capture leads directly from your website with B12 registration page

Leads from: the web, email blasts, trade shows etc.

Easy import of leads files

Import Wizard

The wizard makes it easy and fast to import a csv file of leads in almost any data structure. No technical knowledge required – simply match fields and values.

Add new fields on the go, so all the vital information captured from your prospects is available to your sales person.

Adding Leads

Designed to enable any user to quickly and accurately manually add leads to the app.

Professional web registration

A professional looking registration page by simply selecting what you want to appear. Update at any time by adding or deleting fields. Either host the page FREE with us or use the code generated to embed in your site.

Managing B12 Leads

No training required

Every process has been designed to be easy

But if you need help we are here to help

Set Up

Simply set up your users, the rest is optional. Even so setting up your feedback form, registration page and automated lead rules has been designed to be easy.

Managing Leads

Full functionality enabling your to manage your leads. Batch close open lead, delete leads, reassign leads. Easy lead selection using drop down lists.

B12 Leads

Powerful yet easy to use – You can be up and running in minutes

No software – No hardware – No headaches