changes.mady.by.user Patrick Hauser (Unlicensed)
Saved on Jun 17, 2021
Saved on May 30, 2023
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Lead
Card Information
Lead Card Information (read-only version)
Creating a
New Lead
From an (Unrecognized) Inbound Phone Call
From a Walk-
In
From an
Existing Customer
Entering
Reservation Payments
Updating a Lead's
Primary Phone Number
Adding a Phone Number to a Lead's
Record
Deleting a Secondary Number From a Lead's
Updating a
Lead's
Email Address
Using the Neighbor's Feature
Follow-up
Tasks
Deleting a Lead
Lead Exclusions
Marking a Lead as
Rented
Updating a Lead
Type
Cancelling a Lead
Reactivating a
Cancelled Lead
Moving in a Lead