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The purpose of this guide is to explain how a user can create a new Lead record for an existing Customer and enter them into a Follow-up workflow.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
To create a new Lead from an existing Customer, the Customer needs their Lead status set to Rented.
Access
(A) Lead - From the existing Customer card, click to create a new Lead for this record. Click here to learn how to access a Customer card. Note: If the original Lead information was created in CallPotential, the information will be replaced with new Lead information as you complete step (B) through (F).
Create a new Lead - Note: When creating a new Lead card, the Date Needed will default to today's date. Edit as necessary.
(B) Create New Lead - Click to create a new Lead record associated with this Customer. Clicking Lead will open a new Lead card. If this is your selection, continue to step (D).
(C) View existing - Click to view the existing Lead card. If this is your selection, the system take you to the original Lead card and will not create a new Lead record.
(D) Contact Header - This contains information gathered from the Customer’s record and cannot be edited with the exception of their Lead status (E).
(E) Active - The Lead status will display Active. Click here to learn more about Status options.
(F) Inquiry Type - The default selection may need to be adjusted. Click the dropdown and edit as necessary.
Note: Before clicking Save and entering the new Lead into a Follow-up workflow, you will need to assign them a unit in the Inventory section of the Lead card. For more information on how to do thatthose tasks, click here.
(G) Save - This will become enabled once all the required information has been entered. Click to enter the Lead into a Follow-up workflow and close the Lead card. If the new Lead was saved in CallPotential's web version, an email will be sent to the location in which it was saved notifying location users a new Lead was created.
