If you receive a call to one facility that was for your other facility, you can still assign that call properly to the other facility so your leads and customers will have their calls assigned properly.
- Go to your unprocessed tab on the right hand side of the screen and open up a call.
- Even if it's a customer, choose 'New or Existing lead'.
- Once that page opens up, go to the top right corner and select 'neighbors'
- A pop up box will appear where you can select the proper location, and then save that location.
- Once the pop up disappears and the "lead" card re-appears, you can either process the lead as normal, or if it is a customer go to the top tab and select 'greeting'.
- Now you can choose 'Existing Customer'
- If the customer card appears normally, you can proceed adding notes or making changes as needed.
- If the notes are missing or there does not appear to be a unit number (it looks like this)
- Then find the 'change customer' link and click that.
- From there, a pop up box will appear for you to search for the proper customer.
- You can search by name or unit number. Once you find the right customer, click 'select' and the pop up box will disappear and the right customer card will be open.
- From there, add any notes or make any changes and save the card with the blue save button at the bottom of the screen
- You're done! The call will now be processed to the proper location and customer.
