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RETURN TO THE MAIN SUPPORT PAGE

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Lead card information

Lead card information (read-only version)

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

Outstanding Follow-up List

Completing a scheduled Follow-up call

Completing a scheduled Follow-up email

Completing a scheduled Follow-up text

Delaying a Follow-up

Creating Lead exclusions

Marking a Lead as rented

Updating a Lead type

Cancelling a Lead

Reactivating a cancelled Lead

Moving in a Lead