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 remains saved in the system and appears in the CallPop during an inbound call.
- (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 - After accepting the call, the system will take you to the caller's Lead card.
- (B) Status dropdown - Click the dropdown to access status options.
- (C) Active - Select Active from the dropdown.
Change Lead
Confirm New Status
- (D) Change Lead Status - Click Confirm.
