Round Tracker v4 PRO – User Guide


On the Overview page a chart is shown with a breakdown of how each advertising method, marketing technique or campaign is performing.


This feature is very helpful in testing your marketing efforts and can help you to fine tune what works best for you.


Notify Customers of Cleans


Some customers prefer to be contacted beforehand to make an appointment or it may be necessary to remind some customers of your forthcoming visit for arranging access to the property.


By clicking the icon after creating a job list for a specific day, you can bring


up a shortlist of jobs that you need to call. To do this you will need to mark these customers in the Call First column by selecting Yes.


You may wish to mark certain leads with yes in your canvassing records, such as jobs with the Statusmarked Follow Up Call or To Chase.


Another method of contacting customers is by email. If you have your customers email address then you can enter the email address in the Contact Info column which will automatically become a link when you press enter. Clicking this hyperlink will then automatically open your email client.


You can share information between Microsoft Office products. For more info regarding Mail Merging see Chapter 8, The More Advanced Stuff.


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