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With the Prospecting
features of ISIS you can
easily create potential
customers for tracking
email, phone calls, and
many other useful
features. You can also
import prospect lists
from purchased or other
sources to quickly
populate your leads
database. ISIS
automatically creates
the new Customer record
when you are ready to
quote coverage for the
prospect. Any existing
emails, Phone Calls,
Notes, and Reminders are
automatically converted.
With The Prospect System
You Can:
Import Prospects Lists
Create and Track New
Prospects
Log Phone Calls
Create Reminders
Schedule Follow Up Calls
Enter Notes
Email Contacts |
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