Versions Compared

Old Version 4

changes.mady.by.user Natheena Harris

Saved on

compared with

New Version 5

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

How to create a lead when an existing tenant wants to add a second unit (Sitelink management software)

Instructions

...

1. Click the '+' sign to start a new

...

Lead.

...

Image Added


2. When the screen populates, select Find Lead in the upper right corner

...

.

...

Image Added


3. In the Search box, change Type

...

to Customers and in the Customer Name field, enter the existing

...

Customer’s name and click Search.  When the name appears in the list below, click the blue Select

...

.

...

Image Added


4. Select New Lead when asked if you’d like to create a New

...

Lead

...

.

...

Image Added


5. The new Lead will then populate with the current

...

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@104da
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ( "new" , "existing_tenant" , "lead" ) and type = "page" and space = "CKB"
labelsexisting_tenant new lead

...

hiddentrue

...

Customer’s info.

Image Added