- Go to the Leads Record View
2. Choose Add New Lead
3. Search for duplicates
a. NOTE: the less information you put in this area the better
4. If no matching contacts are found choose Create New
5. Enter the Contact information
6. Choose Save and Add Inquiry
7.Enter the Inquiry Information
8. Choose Save and Add Appointment
9. Enter the Appointment Information
10. Choose Save
NOTE: to transfer a Lead to a Customer, change the Appointment Result to something that means sold
Handling Repeat Business
- Search for the Customer
- Go to the Customers Record View (clicking on the link in the Search Results area will do this)
3. Go to the Inquiries and Appointments Tab of the Customer Record
4. Choose Add Lead Inquiry
5. Enter the Inquiry Information
6. Choose Save and Add Appointment
7. Enter the Appointment Information
a. NOTE: Entering an appointment result that means Sold will transfer the Lead to Customer
8. Choose Save & Create Job
9. Enter the Job information
10. Click Save