Campaign Follow-Up Leads

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The same system interface can be used to distribute potential leads from campaigns. Tracking of lead disposition and campaign analytics is done automatically, including incremental cross-referrals generated during the lead disposition process.

Key Business Functions & Features

• Auto-Lead Routing to Branch/Person/Call Center

• Lead Outcome and Disposition Reporting

• Follow Up Ticklers and Notes

• Aging-Cycle Alerts to Assigned Area/Person

• Instantly Refer to Other Areas Upon Need Review

• Auto-Match to New Accounts for Tracking

• Campaign Tracking and Analysis

• Do Not Call List Compliant

• Web Inquiry Lead Routing and Tracking

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