Easily capture, manage, and assign prospects with Agility:Leads™. Agility:Leads™ enables the automatic or manual assignment of new leads to sales reps or distribution partners based on any number of user-defined criteria. Notifications are automatically distributed to the assigned rep with a link to the lead. Company defined milestones can then track the lead through the various stages of the sales cycle, providing a "closed-loop” lead management process for measuring results.

Key Features: Import Lead Data
Import batches of leads from marketing services and partners via Mass Import tool. Make assignments upon import, and even create notes or activities at the same time.

Assign and Distribute Leads
Assign leads via sales territory hierarchies and re-assign if needed. Or, distribute leads to managers and allow them to assign.

Monitor Lead Activity
Track leads throughout company specified sales milestones with full historical tracking. Monitor activity to ensure leads are being followed up on, and to measure lead effectiveness.

Manage Lead Status Easily
View and access leads from homepage dashboard or on contact records. Lead status can be quickly and easily updated.

View Leads Real Time Across Campaigns
View leads on individual contacts or displayed in lists by type and assignment
Report on leads across all campaigns, sources, and assignments.

Track Leads by Multiple Metrics
Capture valuable information about the source and type of lead, and track it throughout the process to identify which leads are producing the best results.

Track And Manage Outcomes
Analyze results of marketing campaigns and other lead generators, tracking number of leads generated, opportunities, and closed business.