Your CRM stores detailed records for each lead, including:
- Contact Information: Name, phone number, email address, etc.
- Lead Source: Identify FinanceVine as the source for accurate tracking.
- Interaction History: Log every interaction, including calls, emails, and text messages.
- Notes: Record important details about the lead’s needs, preferences, and concerns.
- Documents: Store relevant documents, such as applications or financial statements.
Having this information readily available ensures personalized communication and efficient follow-up.