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Lead Control Form: Streamline Solar Lead Management

September 16, 20241 min read

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Simplify File Management with RDT AI

Struggling to keep track of all the files related to your leads? You’re not alone, but RDT AI has the perfect solution to help you stay organized.

With RDT AI’s Lead Control Form, everything—photos, PDFs, links, and websites—is stored in one convenient, organized place. No more digging through emails or folders! Simply scroll down to the FILES section and select ADD NEW LINK or UPLOAD FILE. It’s that simple and fast.

Take Organization to the Next Level

But there’s more. You can further personalize and organize each lead with dedicated sections like Customer Qualification, Site Details, Utility Bill, Financing, Lead Source, and more. This makes it easy to keep track of every important detail for each lead, all in one place.

Automate Follow-Ups for Maximum Efficiency

Want to nurture your leads automatically? With AUTO SMS NURTURE FOLLOW UP, powered by AI, you can schedule personalized follow-ups to keep your leads engaged, all without lifting a finger.

Now that's smart lead management!

Ready to take control? Let RDT AI help you stay organized and efficient. Start today!

The RDT Team


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