Track
Once you have sent the referral, the system records when it was received, when it was allocated to the person dealing with the lead. The person receiving the lead is able to mark the status of the lead as well as adding any comment they feel is necessary.
Once updates are entered onto the system the introducer is notified in real time so they are aware of progress. The software keeps a full audit trail of who is dealing with the lead even it passed to a different adviser.
You're in good company:
