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Creating Lead Exclusions

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 primary phone number

Adding a phone number to a Lead's record

Deleting a secondary number from a Lead's record

Updating a Lead's email address

Using the Neighbor's 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

Creating Customer Exclusions

Marking a Lead as rented

Updating

Cancelling a Lead

type

Cancelling a Lead

Reactivating a cancelled Lead