Track and Manage Moving Leads with Sales and Estimator Assignments
Easily track sales performance and keep on top of your moving leads with estimator assignments.
- Assign Estimator to New Leads: Easily assign your sales team members to new leads as soon as you get them.
- Schedule Estimate Dates & Reminders: Schedule dates for on site walk through and set reminders for follow ups
- Sort by Sales Person Assignments: Easy filtering by estimator assignment
- Update Job Details on the Go: Easy access to moverbase jobs from any device. Update inventory, jobs details, even share paperwork and upload photos from any device
- Track Sales Performance: Get reports of conversion rates and sales by estimator with reliable tracking on new leads
