Overview of managing leads and contacts in Mojo

Overview of managing leads and contacts in Mojo

Managing and Editing Leads and Contacts

Mojo's CRM system offers comprehensive lead management capabilities designed to keep your contacts organized and accessible:

  • Centralized contact management:

    • Each lead has a detailed contact card containing all relevant information
    • Add multiple phone numbers, email addresses, and property details
    • Access and update information quickly from one central location
  • Key organizational features:

    • Comprehensive contact cards with all lead details in one place
    • Multiple communication channels for flexible outreach
    • Group leads by custom categories for efficient management
    • Assign leads to specific team members or departments
  • Enhanced workflow tools:

    • Create appointments and schedule tasks directly from contact cards
    • Set follow-up reminders to ensure consistent communication
    • Implement automated action plans for standardized follow-up processes
    • Store property-specific information for real estate leads
  • Contact card capabilities:

    • Add billing and property addresses
    • Track all interactions in one place
    • Maintain detailed notes and conversation histories
    • Monitor lead progress through your sales pipeline

This intuitive system helps maintain an efficient workflow while providing the personalized service your leads expect.


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