Intake and records.
How a prospect or lead gets in and stays one connected record.
What it does.
Prospect capture
Drop a pin or type an address and keep the prospect, with its source, on the map.
SpecifiedDirect lead intake
Enter a lead’s name, phone, address and service. It goes to the right owner with its first action ready, or waits where you can see it.
SpecifiedPromote without retyping
Promote a prospect to a lead without typing it again. The pin and its history stay attached.
SpecifiedReferral intake
Capture a lead with the person who referred it attached. It is routed like every other lead.
SpecifiedCustomer record
A customer, person or company is one record across projects and history.
SpecifiedProject record
One project record runs from lead to qualification. History is never replaced or restarted.
SpecifiedProperty history
Open a property pin and see what happened there before the lead and after it.
SpecifiedSource and campaign history
Keep where a lead came from, and its campaign if there is one, through promotion and follow-up.
Specified- Specified
- Proposed
- Under review
- Not specified
- Outside XGo