{"id":1413,"date":"2021-11-29T21:56:33","date_gmt":"2021-11-29T21:56:33","guid":{"rendered":"https:\/\/zeronarketistg.wpengine.com\/?p=1413"},"modified":"2022-07-14T18:34:19","modified_gmt":"2022-07-14T18:34:19","slug":"post-sale-part-of-lead-perfection","status":"publish","type":"post","link":"https:\/\/zeromarketingwaste.com\/post-sale-part-of-lead-perfection\/","title":{"rendered":"Post Sale Part of Lead Perfection"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1413\" data-post-id=\"1413\" data-obj-id=\"1413\" class=\"elementor elementor-1413 dce-elementor-post-1413\">\n\t\t\t\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t\t<section data-dce-background-overlay-color=\"#000000\" data-dce-background-image-url=\"https:\/\/zeromarketingwaste.com\/wp-content\/uploads\/2021\/11\/image001-2.png\" class=\"elementor-section elementor-top-section elementor-element elementor-element-438f3e7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"438f3e7\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-07e0b3b\" data-id=\"07e0b3b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-786e887 elementor-widget elementor-widget-heading\" data-id=\"786e887\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.7.8 - 02-10-2022 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Post Sale Part of LeadPerfection<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7dee5ec elementor-widget elementor-widget-text-editor\" data-id=\"7dee5ec\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.7.8 - 02-10-2022 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#818a91;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#818a91;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6265c32 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"6265c32\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/calendly.com\/1leg\/vicsun?month=2021-10\" class=\"elementor-button-link elementor-button elementor-size-md\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Schedule a Conversation With Our Team<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c03cf6f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c03cf6f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-93d5db1\" data-id=\"93d5db1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-16ae3a8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"16ae3a8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-664aa1c\" data-id=\"664aa1c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-338b828 elementor-widget elementor-widget-text-editor\" data-id=\"338b828\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You purchase a new software that is promised to make your business run more smoothly and free up time for your employees. During the sales presentation, you\u2019re shown amazing system capabilities that you didn\u2019t know were possible. The day has arrived, and you finally have your system up and running. You\u2019re able to navigate the system, but you can\u2019t help but feel like you don\u2019t know how to use all the tools you were given. What should you do now? On LeadPerfection, there are many features that are out-of-the-box that allow for daily workflow and lead interaction. What many owners do not realize is that, unlike most business software, LeadPerfection can be manipulated very easily to fit your company\u2019s SPECIFIC workflow.<\/p><p>For example, are you using an outside system to keep track of anything post-sale? Creating customer records, reporting on campaigns, and tracking activities on leads is only the tip of the LeadPerfection iceberg. Even if you are using LeadPerfection for your texts and emails in addition to what we just mentioned, you\u2019re still only utilizing less than 50% of your CRM. You can continue updating and following your Sale throughout the entire process by utilizing the Job Detail page. \u00a0<\/p><p>Once your lead has turned into a sale and the disposition is updated, you can now View Job under the Sales tab. You\u2019ll notice the tab has turned blue on the Contact Detail menu. After you click \u201cView Job\u201d, you\u2019ll be directed to the Job Detail page. Here is where you can keep track of your project timeline on the Milestone Grid, view financing information, view deposits\/payments made, and more. It can even be used to calculate commissions for your sales team based on what is listed in the Job Cost tab.<\/p><p>Take a look at the Milestone Grid where it has estimated dates versus actual. If the actual milestones don\u2019t match your company\u2019s flow, then change it! Not only can you create multiple Milestone Grids that are viewed depending on User Profile, but you can also request to have the Milestones edited to fit your company\u2019s workflow. Once estimated (or ideal) dates have passed, your team is notified of bottlenecks on the job. You can even run reports that show, on average, where jobs get held up the most.<\/p><p>For more information on how to best utilize LeadPerfection, listen to our \u201cDemystifying Lead Perfection and Five9\u201d podcast episodes on zeromarketingwaste.com.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5f9e175\" data-id=\"5f9e175\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-db90e3c elementor-widget elementor-widget-heading\" data-id=\"db90e3c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sign Up For <br>Tips & Tricks<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fdbd76f elementor-widget elementor-widget-template\" data-id=\"fdbd76f\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data--id=\"0\" data-obj-id=\"0\" data-elementor-id=\"1197\" data-post-id=\"1413\" data-obj-id=\"1413\" class=\"elementor elementor-1197 dce-elementor-post-1413 e--0\">\n\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-142c298 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"142c298\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div 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size=\"1\" type=\"email\" name=\"form_fields[email]\" id=\"form-field-email\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"Email\" required=\"required\" aria-required=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-group elementor-column elementor-field-type-submit elementor-col-50 e-form__buttons\">\n\t\t\t\t\t<button type=\"submit\" class=\"elementor-button elementor-size-sm\">\n\t\t\t\t\t\t<span >\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\" elementor-button-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Submit<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/button>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/form>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51eb10e elementor-widget elementor-widget-heading\" data-id=\"51eb10e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Others Who Read This Also Liked....<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-97e80c7 elementor-widget elementor-widget-wp-widget-recent-posts\" data-id=\"97e80c7\" data-element_type=\"widget\" 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During the sales presentation, you\u2019re shown amazing system capabilities that you didn\u2019t know were possible. The day has arrived, and you finally [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3662,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":[],"categories":[26,19,38],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Post Sale Part of Lead Perfection - OneLeg<\/title>\n<meta name=\"description\" content=\"For more information on how to best utilize LeadPerfection, listen to our \u201cDemystifying Lead Perfection and Five9\u201d podcast episodes on zeromarketingwaste.com.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/zeromarketingwaste.com\/post-sale-part-of-lead-perfection\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Post Sale Part of Lead Perfection - 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