How to Print a Lead Sheet for a Customer
If you are in a customer record and they have a new appointment that you'd like to print a lead sheet for, please follow these instructions:
If you HAVE already added the new appointment:
- Go to Inquiries and Appointments
- Click on Add Lead Inquiry
- Enter New Inquiry Information
- This will turn Customer into both a Customer and a Lead
- Click SAVE (do not click Save and Add Appointment)
- Up in right hand corner, click on GO TO LEAD RECORD
- Find Lead Sheet of your choice
- Click PDF to download
If you HAVE NOT added the New Appointment:
- Go to Inquiries and Appointments
- Click on Add Lead Inquiry
- Enter New Inquiry Information
- This will turn Customer into both a Customer and a Lead
- Click SAVE and Add New Appointment
- Enter New Appointment Information and Save
- Up in right hand corner, click on GO TO LEAD RECORD
- Find Lead Sheet of your choice
- Click PDF to download Lead Sheet
See image below of hybrid contact:
