Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
CallPop - The cancelled Lead information will be saved in the system and appear in the CallPop.
- (A) Accept Call - If connected via computer, click the green accept icon. If connected via a phone option, simply pick up your phone.
Status Dropdown -
TheAfter accepting the call, the system will take you to the caller's Lead card.
- (B) Status dropdown - Click the dropdown menu to access Status options and select Active.
Change Lead Status
- (C) Change Lead Status - Click Confirm.
