Add an events feature where Funeral homes can list all of their community outreach events (lunch and learns, seminars, etc…) somewhere in OLA (Kind of like adding prices in OLA for DIGicon). Then, the events would be available in DIGicon for the sales professional to select in a drop down menu when writing a contract. This type of information is valuable for sales professionals to measure all kinds of data and performance. Laker already does this in an analogue way for their sales professionals. The agents email Ben or Andy with names of preneeds tied to the events they attended. To take it a step further, the our LG folks could also attach files from LG activities such as mailers, facebook posts, flyers, newspaper adds, etc…email fro Scott Tufto asking for this
I need it... | Yesterday (let's go already) |