Is there a way to enter and track leads turned over by service techs for potential equipment replacement ( we don't have selling techs and we utilize comfort specialists )? In some cases the client doesn't want us right away due to their schedule, etc. I don't see a way to track this in Follow-Up. There needs to be a methodical way to ensure proper follow up with clients. There needs to be a way to enter the account information, show notes on conversations about scheduling the sales appointment, and have reminders for follow up calls, texts, and emails if they don't book right away.
