When a prospect calls or visits the agency for the first time, take advantage of the opportunity to create a contact on SweepBright and keep track of the information!
Here's how to do it on mobile:
Use the command palette (cmd + k, or ctrl + k) or simply click on "Add Contact" on the the top bar.
Choose whether it is a Lead or a Owner, then enter these details:
Enter his First name and Last name.
Enter at least 1 of the possible contacts (Phone or E-mail), otherwise the contact cannot be saved!
Enter his Company if necessary.
Choose the Language of this contact, then click "Add".
This was the "Contact Info" tab, but two other tabs are available! Explore the “Contact Details” tab :
The "Notes" tab allows you to register other information that may be useful to you in the future.
The "Settings" tab allows you to change the contact's Language or the Negotiator assigned .
Save! And your contact is added perfectly! To go further, it will be essential to add his preferences!