Campaign Follow-Up Leads

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Distribute potential leads from campaigns to line teams and track progress and campaign analytics automatically, including incremental cross-referrals generating during lead disposition process.

Key Business Functions & Features

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

• Lead Outcome & Disposition Reporting

• Follow Up Ticklers & 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 & Analysis

• Do No Call List Compliant

• Web Inquiry Lead Routing & Tracking

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