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RETURN TO THE MAIN SUPPORT PAGE

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card information

Card Information

Lead Card Information (read-only version)

new

from an inbound phone call

From an (Unrecognized) Inbound Phone Call

new

from

From a Walk-

in

new

from

existing

Existing Customer

reservation payments

Reservation Payments

Updating a Lead's

primary phone number

Primary Phone Number

phone number

Phone Number to a Lead's

record

secondary number from

Secondary Number From a Lead's

record

Updating a Lead's

email address

Email Address

Using the Neighbor's

feature

Completing a scheduled

call

Completing a scheduled Follow-up email

Completing a scheduled Follow-up text

Following up with a Lead outside of the schedule

Delaying a Follow-up

Creating Customer

Deleting a Lead

Lead Exclusions

Marking a Lead as

rented

Cancelling

Updating a Lead Type

Cancelling a Lead

Reactivating a

cancelled

Cancelled Lead

Moving in a Lead