Versions Compared

Old Version 1

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

compared with

New Version 2

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


RETURN TO THE MAIN SUPPORT PAGE

RETURN TO IMPORTANT TERMS & DEFINITIONS


Click

on each

the term

below

for more detailed

information

Contact Header

The Contact Header provides basic contact and status

information

for a Lead or Customer and is present at the top of all views where interactions happen between employees and customers. For unrecognized numbers, the Contact Header provides the Caller ID-supplied name and phone number.
Image Removed

Customer Card

  • Provides an overview of tenant and unit information and allows rent payments to be transacted.

Image Removed

Detail View

  • After selecting an Unprocessed item, the Detail View appears in the middle third of the screen and includes detailed caller information for both recognized and unrecognized calls providing the ability to listen to the call and classify it as a Lead, Customer or Other.
Image Removed

Display Number

  • The main published number that Leads or Customers dial to reach a location.
    • This is sometimes referred to as the Direct Number, Main Line or Line 1.


    Enrichment Panel

    • This is the right third of the screen after selecting a recognized item from the Unprocessed list. This provides Lead or Customer details including unit details and historical notes.

    Image Removed

    Greeting Card

    • Provides an initial greeting script and the ability to classify unknown communication or merge that communication with an existing record.

    Image Removed

    Interaction Card

    • An umbrella term that includes the Greeting, Lead and Customer cards.

    Lead Card

    • Allows Lead information to be completed and saved and provides the functionality for a Lead to become a tenant.

    Image Removed

    List View

    • After selecting an Unprocessed item, the List View becomes condensed to the left third of your screen listing all the remaining Unprocessed items.
    Image Removed

    Merge Panel

    • This is the right third of the screen after selecting an unrecognized item from the Unprocessed list. This provides the ability to search for and match potential records.

    Image Modified