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Lead Manager

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Lead Manager

Owned by Mike Elberts (Unlicensed)

Last updated: Jul 27, 2021 by Patrick Hauser (Unlicensed)

The Lead Manager Module of CallPotential

Follow Ups

Placing a Followup Call

Sending a Followup SMS

Sending a Followup Email

Doing a Followup outside of the Schedule

Delaying Followups for a Specific Lead

Followup Exclusions

Red Highlighted Follow-ups

Leads

Entering a Lead from A Call

Entering a Walk In Lead

Marking a Lead as Rented

Cancelling a Lead

Listen to Previous Call Recordings and Messages

Taking a Reservation Fee

Neighbor A Lead

Moving in a Lead

Reservation Vs Inquiry Explained

Creating a New Lead for an Existing Tenant

Overview

Search

Searching for A Lead

Searching for A Cancelled Lead

Reactivating a Lead

Unprocessed Calls

Why are the Calls Listed Here?

Listening to an Unprocessed Call

Processing a Call from the List

How to Look for Old Calls

Lead Lookup Tool

Find Lead Tool

Change Customer Tool

Dispositioning a Call to another Facility

Lead Notification API

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Viewing Lead History

Viewing Lead History

External - Storable CRM Knowledge Base

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Call Center Manager

Call Center Manager

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Outstanding Follow-up List

Outstanding Follow-up List

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Employee Usage

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Unprocessed Calls

Unprocessed Calls

External - CallPotential Knowledge Base

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