Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
To create a new Lead from an existing Customer, the Customer needs their Lead status to be Rented.
Access
- (A) Lead tab Lead - From the existing Customer card, click to create a new Lead for this record. Click here to learn how to access a Customer card. Note: If the original Lead information was created in CallPotential, the information will become replaced with new Lead information when you complete step (B).
Create a new Lead - Note: When creating a new Lead card, the Date Needed will default to today's date. Edit as necessary.
- (B) Create New Lead - Click this to create a new Lead record associated with this Customer. Clicking Lead will open a new Lead card. . If this is your selection, continue to step (D).
- (C) View existing - Click this to view the existing Lead card. This selection will If this is your selection, the system take you to the original Lead card and not create a new Lead record.
- (D) Contact Header - This contains information gathered from the Customer’s record and cannot be edited with the exception of their Lead status.
- (E) Active - The Lead status shows will display Active. Click here to learn more about Status options.
- (F) Lead Details Inquiry Type - The default information reflects this person being a new walk-in Lead. Edit may need to be adjusted. Click the dropdown and edit as necessary.
- (G) Inventory - There is no inventory selected, reflecting this as a new Lead. For more information on selecting Inventory, click here.
- (H)Save - This will become enabled once all the required information has been entered. Click to enter the Lead into a Follow-up workflow and close the Lead card. If the new Lead was saved in the web clientby an Agent, an email will be sent to the location in which it was saved indicating a new Lead has been created.
