What is the Sales Trello?

What is the Sales Trello?

The sales Trello is a central place where all leads are added allowing consultants to manage all their accounts.

Leads

Leads are filled in on our website via a survey. Once the survey is completed the lead will automatically add itself to the Sales Trello under the "New NB PMS Leads" column.

Assigning Leads

Leads are allocated by the Sales Manager or Team Leaders.