Page Comparison

• 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.

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

• 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.

• 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.

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

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

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.

• 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.