Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Status Dropdown - After accepting the call, the system will take you directly to the caller's Lead card.
(A) Status dropdown - Click the dropdown to access status options.
(B) Update Status - Select Active from the dropdown.
Confirm New Status
(C) Change Lead Status - Click Confirm in the Change Lead Status window.
(D) Save - Click to apply the status change to the Customer account.
