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
Access
- (A) Status dropdown - From inside the Lead Cardcard, click the Status dropdown arrow (A) next to Active.Select Rented to access available options.
Status Selection
- (B) Options - Select Rented.
Step 2 - Mark as Rented
Adjust Purchase Date (C).
Enter Comments (D).
Click Confirm (E).
Step 3 - Save
- Click Save (F).
Purchase Date, Comments & Confirm
(C) Purchase Date calendar - Click to access a calendar and adjust the purchase date.
(D) Comments - Enter explanatory comments.
(E) Confirm - Click to apply the new status.
