STAGE 3 • CRM CONFIGURATION
Let’s set up how you handle leads.
Tell us how enquiries come in, who follows them up, and how you like to work. We’ll shape your CRM and automations around that—so no lead slips through the cracks.
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CRM Configuration
Saved
Current System
What you use today.
Lead Sources
Where enquiries come from.
Lead Ownership
Who new leads go to.
Notifications
How you want to be alerted.
Qualified Lead Requirements
What every lead must include.
Success Metrics
What matters most to you.