Emplas Sales Portfolio

Emplas manages leads efficiently, capturing them through various channels such as its website or phone calls. The system automatically assigns each lead to an installer from a prioritized list, selecting the most preferred installer first. The assigned installer moves the lead through the sales pipeline, with the option to reject it if needed. In such cases, the system promptly reassigns the lead to another installer. Emplas staff can also manually reassign leads to different installers at any time. To maintain privacy, new installers cannot view notes or audit trails created by previous installers. 

Throughout the process, follow-up emails are sent to the current installer based on the lead’s status and the time since the last update. Emplas staff and the assigned installer can add notes and make amendments to the lead, creating a detailed audit trail. These records remain visible only to Emplas staff and the current installer, ensuring confidentiality. This streamlined approach allows Emplas to handle leads effectively while maintaining clear communication and privacy throughout the process.