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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

Status Dropdown - After accepting the call, the system will take you directly to the caller's Lead card.

  • (A) 

    Status 

    Status dropdown - Click

    the 

    the dropdown

     to

     to access status options.

  • (B) Update Status -

    Select 

    Select Active

     from

     from the dropdown.



Confirm New Status

  • (C) Change Lead Status -

     Click

     Click Confirm in the Change Lead Status window. 

  • (D) Save - Click to apply the status change to the Customer account.