Sales Representative Scheduling

LeadPerfection allows entry of the schedule of all of the sales representatives for the coming weeks so that appointments can be booked accordingly. In LeadPerfection, you can define up to six timeslots per day. The scheduling process is as simple as checking the boxes for each timeslot which each sales rep plans on being available to run appointments.

LeadPerfection has multiple sales office capabilities. You can define your coverage area down to the zip code level, then assign sales representatives to each of the sales offices. As appointments are being set, the availability of any given timeslot is determined by the number of sales representatives requesting leads for that time, along with the number of appointments already booked.

Some times, more appointments may need to be run in one territory and fewer in another. LeadPerfection allows you to temporarily transfer sales representatives from one territory to another in order to fulfill the volume of appointments.