In Pitchview Backend you can get a good overview of your captured leads and forward them to the responsible colleagues/departments in your company with just a few clicks. They will then receive an email with all important information.
Step 1: Open the tab contacts
Step 2: Sort leads with filter functions
Use our filter options to sort your leads before you assign them to your colleagues. To do this, click on Columns. Now you can choose which information you want to see at a glance. For example, if you work by postcode area, select Zipcode by checking the box.
In the next step, you can now sort your contacts by postcode. Click on the small arrows.
Step 3: Assign contacts
Once you have sorted your contacts, you can easily assign them to the appropriate colleagues. To do this, open the desired contact by clicking on it.
Now select the responsible colleagues under Assignee. The selected colleague will immediately receive an email with the information that a contact has been assigned to him. In addition, the email contains a PDF with all information of the new contact.