Access - 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. Access
(A) Status dropdown - From inside the Lead card, click the Status dropdown to access available options.
Status Selection
(B) Options - Select Rented.
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.
- (F) Save - Click to save changes to the Lead record.
