Lead to receipt workflow module information:
The new lead to receipt workflow module is busy being tested and will soon be available for use.
Lead to receipt overview
Lead to receipt is a process that was created to improve the quality of information
collected from customers to determine their specific needs, as well as improve the
workflow between the different departments. This includes all steps in the process,
from the initial customer request up until where the customer has an active working
service that we can bill them for.
Leads can be submitted in one of the following ways:
- Lead creation on the customer edit screen.
- Manual lead creation from sales agents.
- Leads submitted by customers via online applications.
- Leads submitted by customers via email.
If you want us to demo the new module
Please arrange with us if you want us to demo the new module to you.
You can email us at info@datatill.com to arrange this.
We will also send you a user manual for this module on request.
The user manual will also be made available on the website when the module has been released.
If you want to use the new module
We will need to update it for you when everything is ready and we will need to discuss your DataTill packages and pricing beforehand.