Note
Italicized terms represent clickable icons on the specific screen being discussed.
Neighboring a Lead allows you to access other company locations that are more convenient for the Lead.
Search for Neighboring Locations
- (A) Neighbors - Click to open the Neighboring popup window where you can search other company locations that may be closer or more convenient for the Lead.
- (B) Search Options - There are two search options available. Location allows you to search within a designated radius from the location the Lead called in for. Zip Code allows you to search within a designated radius of a zip code that you enter.
- (C) Location - By default, the Location sort option is selected along with the radius of 5 miles. Here, you see the list of all locations within 5 miles of where the Lead called in for. The exact distance of each location is listed next to the location name.
- (D) Select Radius dropdown - Click to change the radius you are searching within. When you select a different radius, the list and map will update accordingly.
- (E) Search Box - This can further filter your list. If known, you can begin entering the name of the location you are looking. This will filter the list and provide possible matches. This may be helpful if the larger radius includes a long list of included locations.
- (F) Location - Click on the location that is more convenient for the Lead.
- (G) Ok - Click to move the Lead to the newly selected location. Your script will update to the new location's information so you can continue entering Lead information. Once you click OK, the Lead will be saved at the new location.
- (H) Cancel - If you decide not to neighbor the Lead to another location, click to close and return to the original Lead card and existing location.
By distance from a specific zip code
- (I) Zipcode - Click to begin a search for a neighboring location based on a zip code the Lead provides.
- (J) Enter Zip Code - Enter the zip code provided by the Lead.
- (K) Search - Click to begin a search for a Neighboring location based on the zip code provided.
- (L) Location list - By default, the list displays locations within a 5 mile radius of the zip code entered. The exact distance of each location is listed next to the location name.
Note: You will need to scroll down to access the Select radius dropdown.
- (M) Select radius dropdown - Click to change the radius you are searching within. When you select a different radius, the list and map will update accordingly.
- (N) Search Box - This can further filter your list. If known, you can begin entering the name of the location you are looking. This will filter the list and provide possible matches. This may be helpful if the larger radius includes a long list of included locations.
- (O) Location - Click the location that is more convenient for the Lead.
- (P) Ok - Click to move the Lead to the newly selected location. Your script will update to the new location information so you can continue entering Lead information. Once you click save, the Lead will be saved to the new location.
- (Q) Cancel - If you decide not to neighbor the Lead to another location, click to close and return to the original Lead card and existing location.
Finalize Neighboring
- (R) Save - Note: You need to have 1 unit selected to successfully save the Lead card. After completing your work, click to Save.
Note: You will only see this step if the Lead previously existed in the system.
- Delete Previous Lead
- (S) Yes - Clicking this will transfer the Lead’s record to the new location and delete their record at the original location.
- (T) No - Clicking this will duplicate the Lead’s record. The Lead will be saved at the new location as well as at the original location.
