Page Information

Title:	Working with Leads
Owner:	Patrick Hauser
Creator:	Patrick Hauser	Feb 05, 2020
Last Changed by:	Patrick Hauser	May 30, 2023
Tiny Link: (useful for email)	https://sparefoot.atlassian.net/wiki/x/IHct-/
Export As:	Word · PDF

Incoming Links

External - CallPotential 2.0 Knowledge Base (1)
Page: Using CallPotential

Hierarchy

Children (19)
Page: Lead Card Information
Page: Lead Card Information (read-only version)
Page: Creating a New Lead From an (Unrecognized) Inbound Phone Call
Page: Creating a New Lead From a Walk-In
Page: Creating a New Lead for an Existing Customer
Page: Entering Reservation Payments
Page: Updating a Lead's Primary Phone Number
Page: Adding a Phone Number to a Lead's Record
Page: Deleting a Secondary Number from a Lead's Record
Page: Updating a Lead's Email Address

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Page Permissions

Page restrictions:

Only Derek Mannino can edit this page. (set by Matt Myford at Oct 01, 2024 19:43)
Only Wendy Pirkins can edit this page. (set by Matt Myford at Oct 01, 2024 19:43)
Only Matt Myford can edit this page. (set by Matt Myford at Oct 01, 2024 19:43)
Only Stephanie Willis can edit this page. (set by Matt Myford at Oct 01, 2024 19:43)
Only Ashley Dove can edit this page. (set by Matt Myford at Oct 01, 2024 19:43)

Recent Changes

Time	Editor
May 30, 2023 21:38	Patrick Hauser	View Changes
May 22, 2023 21:30	Patrick Hauser	View Changes
May 17, 2023 14:51	Patrick Hauser	View Changes
May 17, 2023 14:51	Patrick Hauser	View Changes
Version published after converting to the new editor
May 17, 2023 14:51	Patrick Hauser

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Outgoing Links

External Links (13)

https://sparefoot.atlassian.net/wiki/spaces/EC2KB/pages/423…

External - CallPotential 2.0 Knowledge Base (6) Page: Deleting a Lead
Page: Moving in a Lead
Page: Follow-up Tasks
Page: Lead Exclusions
Page: Using the Neighbors feature
Page: Cancelling a Lead