Create a Sales Lead
Creating a sales lead is often the first step to entering a customer’s information in shopVOX. When a potential client calls they can be entered as a customer and then the conversation can be tracked from the very first phone call. Owners and sales managers can look at independent leads and assign them to the appropriate staff member and see how the job progresses. Create notes, tasks and a quote directly from the lead. Also track your won leads versus the lost leads, then follow up on lost leads. Create the lead right in shopVOX and stop the paper trail madness!
Create the Sales Order
Sales orders are the beginning of the production process in shopVOX. As you create orders from either an estimate or directly, set due dates, install dates and if needed time. Set up shipping info, addresses, and even include notes about tracking codes and other important information about the order. Attach all job files, like artwork, site survey photos and measurements right to the job so that they are all in once place. Let shopVOX help you stay on top of everything with its on-screen notifications and email alerts about job progress, responsibilities and due dates.