Note: This feature may have been disabled by your management team and, if enabled, is only used when there is a name mismatch between CallPotential and your management software for a particular Lead ID.
Step 1 - Open Dropdown and Select Rented
and Save- From inside the Lead Card, click the dropdown arrow (A) next to Active.
- Select Rented (AB).
- Select Rented (B).
- Click Save (C).
Step 2 - Mark as Rented
- Adjust Purchase Date (C).
- Enter Comments (D).
- Click Confirm (E).
Step 3 - Save
- Click Save (F).
