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detailed information- 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.
detailed
information
- 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.
Interaction Card
- An umbrella term that includes the Greeting, Lead and Customer cards.
- Allows Lead information to be completed and saved and provides the functionality for a Lead to become a tenant.
- 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.