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RETURN TO THE MAIN SUPPORT PAGE


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 tab - From the Customer or History card, click to create a new Lead.


  • (B) Rented - From the Leads All list, click to create a new Lead.



Create a new Lead

  • (C) Create New Lead - Click this to create a new Lead card. 
  • (D) View existing - Click this to view the existing Lead card. This selection will not create a new Lead.


  • (E) Contact Header - This contains information gathered from the Customer’s record and cannot be edited. 
  • (F) Active - The Lead status shows Active.
  • (G) Lead Details - The default information reflects this person being a new walk-in Lead. Edit as necessary.
  • (H) Inventory - There is no inventory selected, reflecting this as a new Lead.
  • (I) Save - Once all 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 in the web client, an email will be sent to the location in which it was saved indicating a new Lead has been created.



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