lead tracking

Lead Tracking Best Practices for Small Businesses Using QuickBooks

As your small business generates more leads, the purpose of lead tracking becomes pretty clear. In order to nurture those leads and ultimately win their business, you need to keep tabs on them as they move through the sales pipeline. Unfortunately, this can be challenging for small businesses using QuickBooks. Since you cannot create an …

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3 Benefits of Switching From Excel to Lead Management Software

Originally published Sep 30, 2014; updated Jan 14, 2019. You’ve paid for a local mailer or sponsored post to advertise your latest promotion, and the leads start flooding in overnight. You now have an influx of potential business emailing your team asking for quotes. Of all the problems small businesses face, this is one of …

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