Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
To create a new Lead from an existing Customer, the Customer needs their Lead status to be Rented.
Access
- (A) Lead - From the existing Customer card, click to create a new Lead for this record. Click here to learn how to access a Customer card. Note: If the original Lead information was created in CallPotential, the information will become replaced with new Lead information when you complete step (B).
Create a new Lead - Note: When creating a new Lead card, the Date Needed will default to today's date. Edit as necessary.
- (B) Create New Lead - Click to create a new Lead record associated with this Customer. Clicking Lead will open a new Lead card. If this is your selection, continue to step (D).
- (C) View existing - Click to view the existing Lead card. If this is your selection, the system take you to the original Lead card and not create a new Lead record.
- (D) Contact Header - This contains information gathered from the Customer’s record and cannot be edited with the exception of their Lead status.
- (E) Active - The Lead status will display Active. Click here to learn more about Status options.
- (F) Inquiry Type - The default information may need to be adjusted. Click the dropdown and edit as necessary.
- (G) Inventory - There is no inventory selected, reflecting this as a new Lead. For more information on selecting Inventory, click here.
- (H) Save - This will become enabled once all the required information has been entered. Click to enter the Lead into a Follow-up workflow and close the Lead card. If the new Lead was saved by an Agent, an email will be sent to the location in which it was saved indicating a new Lead has been created.
