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Overview

What is Lead Manager

Updating your Inventory

Leads

Entering a Lead from A Call

Entering a Walk In Lead

Marking a Lead as Rented

Cancelling a Lead

Listen to Previous Call Recordings and Messages

Follow Ups

Placing a Followup Call

Sending a Followup SMS

Sending a Followup Email

Doing a Followup outside of the Schedule

Delaying Followups for a Specific Lead

Followup Exclusions

Search

Searching for A Lead

Searching for A Cancelled Lead

Reactivating a Lead

Customers

Searching for a Customer

Entering a Payment

Unprocessed Calls

Why are the Calls Listed Here?

Listening to an Unprocessed Call

Processing a Call from the List

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C all Tracking Reports

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Traffic Snapshot

Order By Report

L ead Management Reports

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O rder By Report

C ompetitor Report

F ollow Up Summary

C all & Lead Trends

E mployee Closing Ratio

Lead Detail Report

Rate Adjustment Audit Report