Creating a New Company, Contact, Lead & Attaching it to a Marketing Campaign

The following video walks you through the process of creating a New Company, Contact, Lead and attaching it to a Marketing Campaign. You will see how to use the Prospecting Tool to enter company information listed with Google Place Finder.

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Creating a New Company, Contact, Lead & Attaching it to a Marketing Campaign

The following video walks you through the process of creating a New Company, Contact, Lead and attaching it to a Marketing Campaign.

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Short video on how to add a contact to an existing company, create…

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Watch how to create a lead record for a contact.

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This is a short 15 minute video demonstration of how to use the new Prospecting in e-manageONE to add customers / potential customers to your database and to build call sheets of companies you are targeting for new business.

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Track the success of your Marketing Campaigns right in e-manage | ONE. See how well Marketing Campaigns have performed by viewing the conversions and the costs from a lead to an order with a Job being booked.

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For GSA and Direct Bill Jobs, we have added new functionality to automate this process as much as possible.