CM-focus – We are excited to announce LeadPal Appexchange Product for Leads Management and Optimization. We are looking for customers to try the beta version of the application. Please contact us at info@cm-focus.com.

Features

• Unattended Leads Management
  

  • Reports/Dashboards that show unattended leads and drive actions from users
  • An alert can be setup for leads not attended. This one solves one of the issues on idea exchange
    https://success.salesforce.com/ideaView?id=08730000000BqU2AAK

• Lead Conversion Optimization

  • Multiple Lead ConversionYou can select multiple leads and then covert with a single click into Accounts, Opportunities and Contacts or can enter info for multiple leads on a single screen
  • Lead Conversion Screen Customization (Default Owner Selection)This feature lets you select the default owner be the current logged in user than the lead owner.  This helps prevent issues of accounts and opportunities being owner by non internal users especially for partner registered leads.

• CSV Upload of Leads for Partner Portal

  • Upload leads from a csv file using the partner portal. The CSV upload feature can be customized to work with any object.