This guide explains how to use the Neighbors feature which allows you to transfer Lead records to your other locations.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
(A) Neighbors - From a new or existing Lead Card, click to access the Send to Neighbor popup and initiate the Neighboring process.
Search for a Location by Distance - Note: The Send to Neighbor popup window will default to searching for a neighboring location by the (B) distance from the location the Lead is currently saved to.
(C) Radius - Click the dropdown to select the radius from which neighboring locations will be selected.
(D) Location Name - If your Radius search results in too many locations or you know a specific location name you want to neighbor the Lead, enter it here to further refine your search results.
- (E) Confirm - Once you've selected a neighboring location, click to confirm your selection.
Search for a Location by Zip Code
- (F) Zip Code - Click to search for a location by its zip code.
- (G) Enter Zip Code - Enter the zip code you want the system to search for locations.
- (H) Radius - Click the dropdown to filter your search according to distance from the center of the zip code entered in step (G).
- (I) Location Name - If your Radius search results in too many locations or you know a specific location name you want to neighbor the Lead, enter it here to further refine your search results.
- (J) Confirm - Once you've select a neighboring location, click to confirm your selection.
Save - Note: After saving the Lead to the neighboring location, you will be asked if you wish to delete the Lead record from the original location. Select Yes to delete the Lead from the original location. Select No to keep the Lead active at the original location.
(K) Save - Click to save your work and exit the Lead card.
