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CallPotential's Support Guide Home
Using CallPotential
Working with Leads
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Old Version
6
changes.mady.by.user
Patrick Hauser
Saved on
Mar 31, 2020
compared with
New Version
7
changes.mady.by.user
Patrick Hauser
Saved on
Mar 31, 2020
Previous Change: Difference between versions 5 and 6
Next Change: Difference between versions 7 and 8
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Lead card information
Creating a new Lead from an inbound phone call
Creating a new Lead from a Walk-in
Creating a new Lead from an existing Customer
Entering reservation payments
Updating a Lead's phone number
Updating a Lead's email address
Using the Neighbors feature
Completing a scheduled Follow-up call
Completing a scheduled Follow-up email
Completing a scheduled Follow-up text
Following up with a Lead outside of the schedule
Delaying a Follow-up
Marking a Lead as rented
Moving in a Lead
Updating a Lead type
Cancelling a Lead
Reactivating a cancelled Lead
Using Leads to Lease to Perform a SiteLink Move-in
General
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Integrations
{"serverDuration": 237, "requestCorrelationId": "7178f8c99e544ef3a45a83c98b60016e"}