 How to work a lead in the system
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When you first log-in, the system will by default show you your most recent enquiries first.
To see new leads allocated to you, click on the "New Clients" tab at the top of your screen, this will expand and show you the leads we have allocated to you. Tick the select boxes of the ones you wish to receive, and then either accept, or, you can allocate directly to a staff member if you have created them an account by selecting the user from the drop down menu below the list of client.
To see the leads you are working on and have accepted, click on the "Current Clients" bar. you can expand the number of leads on your screen, select from the drop down marked "records per page" to show as many as you wish.
To work on an individual lead, click on the "View" button (that looks like a magnifying glass) for that lead, it will open in the main section of your screen, showing you all the details, and the the workflow buttons to the right. the work flow will ask what you are doing with the lead and give you options, select what you are doing, and it will then prompt you for notes. When it has enough information, it will give you the option to exit the lead with a "OK" button. If you put something into a schedule, it will then appear in your schedule manager.
If you book an appointment, inspection trip, or schedule a call back, it will ask you for a date and time. There is a calender icon next to it, just click and select your date. you can jump through it by month or year by clicking on the name of the month.
If you have called a lead and you want to pass it back for some reason (telephone number doesn't work, you already have the client, client no longer interested etc.) select "unable to contact client - passback" The system will ask you for notes, please tell us why you are returning the client. Click on the "done" button, and the lead will be removed from your system and be returned to us.
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