Product Update - Tele Sales/Field Sales Collaboration

One of our customers created a very nice process of collaboration between Tele Sales force and Field Sales force.

Thanks to our system, they can add new lead while being still on the phone with the customer.

Here are the sample steps:
1. Fill out customer info and type of transaction:

2. Hit "Save deal and add note or task" - give your Field Sales teammate some more info about whereabouts of the meeting.

3. Hit "Add note or task" - lead is created, task/meeting reminder is also created and displayed in the calendar of the sales person. Of course we've sent also email notification with the details