Access - Note: This feature may have been disabled by your management team and, if enabled, is only used
This guide explains how locations that don't use management software can mark a Lead as Rented or how integrated locations can mark Leads as Rented when there is a name mismatch between CallPotential and your management software for a particular Lead ID.
Access - Note: This feature may have been disabled by your management team.
(A) Status dropdown - From inside the Lead card, click the Status dropdown to dropdown to access available status options.
Status Selection
(B) Options - Select From your list of options, select Rented.
Purchase Date, Comments & Confirm
Fill in the Details
(C) Purchase Date calendar Date - Click the calendar icon to access a calendar and adjust the purchase date.
(D) Comments - Enter explanatory comments.
(E) Confirm - Click to apply the new status.
- (F) Save - Click to save changes to the Lead record.
