This page is designed to document all the information needed to effectively manage prospects, referrals and upsells.
The goal of this page is to:
- Acquire information of net new lead and process it effectively
- Document upsell for a current customer and take desired action
- Incentivize the respective employee for providing the referral/upsell
Refer a practitioner or provide information for an upsell in one simple step:
Submit all the required information through the form,
All the details captured via the form will be documented and tracked via Salesforce.