Features and Screen Shots
LeadMailbox offers an intuitive dashboard view, where users can easily manage their calls and check statuses. Managers can quickly see how many leads have been assigned from each lead source.
The leads screen allows users to quickly locate and work their lead pipeline. Leads can be sorted and filtered by several key fields. Leads can be imported and exported in many different formats, including Calyx POINT, and Ellie MAE.
The lead editing screen provides access to all of the fields for a given lead. Users can make calls using our click-to-dial feature, and enter notes in the call log.
The reporting area offers dozens of specially designed reports. These reports allow you to determine the effectiveness of your lead sources and productivity of your users.