Salespal allows you to integrate a lead form into your CRM
– you can do it with the help of Zapier
. This way, you can send leads right into your system instead of collecting business cards in the bag. No manual lead processing post expo.
After your lead is registered, you can immediately share documents with them right in the app. Instead of handing out paper brochures that'll end up in a trash can, you can email your documents as links. Here's how to do it:
- Tap on the lead you want to share a document with.
- Tap on the button in the upper right corner.
- Select the documents you want to share.
- Tap on the Add button in the upper right corner.
- Check all the fields, change the text if needed, tap if you want to send a copy to yourself.
- Click on the Send button in the upper right corner.