Lead Tracking And Distribution Page: 1

1. Address correction capability (2 product(s) support this feature)
2. Automatically display telemarketing scripts when a call is made to a lead within a specific campaign (2 product(s) support this feature)
3. Campaign-effectiveness measurement (3 product(s) support this feature)
4. Campaign-specific dispatch and assignment rules (2 product(s) support this feature)
5. Campaign-specific handling options for example create calendar activity or mail a particular letter as an advisor accepts a lead (2 product(s) support this feature)
6. Data-cleaning center (3 product(s) support this feature)
7. Distribute leads to advisors based on management-defined criteria dispatch rules and assignment rules (2 product(s) support this feature)
8. Handle multiple opportunities by individual or household for tracking purposes (2 product(s) support this feature)
9. Import leads through CSV or XML files or through home office back-end mass data loaders (3 product(s) support this feature)
10. Interface allows user options such as accept and reject upon receiving new leads (2 product(s) support this feature)
11. Interface to other rule-based distribution engines for example MarketSoft (2 product(s) support this feature)
12. Leads pool allows requests for leads based on specific criteria (3 product(s) support this feature)
13. Maintain a lead dispatch assignment acceptance and rejection history on a per lead basis user-viewable (2 product(s) support this feature)
14. Match leads with existing contacts (2 product(s) support this feature)
15. Multiple media and special events associated with marketing campaigns (3 product(s) support this feature)
16. Name deciphering capability (2 product(s) support this feature)
17. Provide status updates to electronic leads which are based on the activity or lack of activity on the lead (3 product(s) support this feature)
18. Track leads by campaigns media and special events (3 product(s) support this feature)
19. Track leads from inception to client including not-Interested status (3 product(s) support this feature)
20. Workflow management supports adding leads to new or existing campaigns (2 product(s) support this feature)
21. Zip + 4 capability (2 product(s) support this feature)