Small Business Sales Lead Tracking

Track sales leads for your small business when you create sales notes for potential clients.

In the Less Accounting software, sales leads and contacts are treated as the same thing. You can manually create a sales note for each contact to track your communication from proposal to payment.

When you send business proposals, online invoices or log payments, those are automatically recorded as a sales note.

3 Important Sales Lead Tracking Tips:

• Track sales leads to the source of how they found you, this helps refine your marketing strategy.
• Use sales notes to record important information about your leads like competitors they've spoken to, important project goals or their favorite Star Trek captain!
• Keep in touch with sales leads so you remain on their radar for future projects and to get word-of-mouth referrals from their network.