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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

Disposition as Lead

  • (A) Greeting tab - After answering an Unknown call, you will be brought here allowing you to determine what type of call this is. 
  • (B) Disposition - Once determining the caller is a Lead, click Lead to classify the call as such and open a new Lead Card.



Enter Name - Your script my differ from this example as your management may have customized its contents.

  • (C) Name - Enter the name of the caller. 
  • (D) Select Matching Name - Click to select the matching name in the dropdown.
  • (E) +more - If you don't see the matching name in the dropdown, click to access additional names. 



Merge Lead - Save, Neighbors and Notes are not editable until you complete the merge process. 

  • (F) Directional Arrows - Use the directional arrows to search for additional Leads if this isn't the correct match.



Merge Confirmation - Save, Neighbors and Notes are not editable until you complete the merge process. 

  • (G) Confirm - After confirming this is the correct Lead Card, click to merge this previewed Lead Card to the existing Lead Card. 
  • (H) Merge Cancelled Lead - Click Confirm to finalize the merge process.



Change Status to Active

  • (I) Status dropdown - Click to access a list of Lead status options.
  • (J) Active - Select Active. After selecting Active, you are able to edit the Lead Card as necessary.
  • (K) Save - Click to save changes and close the Lead Card.



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