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changes.mady.by.user Derek Mannino (Unlicensed)

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

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Overview

What is Lead Manager

Updating your Inventory

Leads

Entering a Lead from A Call

Entering a Walk In Lead

Marking a Lead as Rented

Cancelling a Lead

Listen to Previous Call Recordings and Messages

Follow Ups

Placing a Followup Call

Sending a Followup SMS

Sending a Followup Email

Doing a Followup outside of the Schedule

Delaying Followups for a Specific Lead

Followup Exclusions

Searching for A Lead

Searching for A Cancelled Lead

Reactivating a Lead

Customers

Searching for a Customer

Entering a Payment

Unprocessed Calls

Why are the Calls Listed Here?

Listening to an Unprocessed Call

Processing a Call from the List

...

Please use menu to the left to navigate and select the appropriate report.

Call Center Reports


Call Tracking Reports


Collections Reports



Employee Evaluation Reports



Enroll in Reporting



Lead Management Reports



Miscellaneous Reports



Raw Data Export