Recording Sales Call Notes on a Referral

Typical Problems

  1. People are not adding notes to the referrals
  2. People have no reference for when they call the referral back
  3. Notes are in different places which there is no central database to follow for referral information

How Blitz Makes This Better

Blitz referral manager allows recording sales call notes on a referral, in addition, Blitz enables:

  1. Referrals to be neglected so if an update is not put in on a client, the user and manager know about it
  2. Future follow-up tasks for the referral can be created for the staff automatically to keep them on task
  3. Users will always be able to reference the notes on referrals
  4. The notes on referrals are always going to be in one place for reference

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