Describe when someone would need this information. For example "when connecting to wi-fi for the first time".
When you click on any one of the lead types, a screen will open showing a table that summarizes your leads of that kind.
Alternatively, you could search for any of the lead types in the Command Center search bar. For example, you could search "Quote Requests" and choose the "Quote Requests | Admin" suggestion to quickly review Quote Requests.
Search for Leads: There can be hundreds of leads in the list, so the system has options for conducting searches. Using search filters at the top of the list, each type of lead can be filtered by the status (New, In Progress, or Completed, for example), the name of the person that entered the lead, their email address, and by date range. Set your filters and click the Search button to narrow your list.
View Lead Details: Each lead entry has a View button on the right edge. This pulls up the detail screen for that lead, which allows you to change the lead status and add internal notes.
Print Leads: Each lead entry has a Print button on the right edge. This pulls up a print-friendly version of the lead that is sent to your printer via your standard printing program.
Delete Leads: Each lead entry has a Delete button on the right edge. This removes the lead from active list and sets the status to "Deleted." That lead can still be searched for and recovered later if need be, but it will no longer show up on most active searches.
Download Requests: The lead management system allows you to download a full list of leads into a CSV format. Click the Download Requests button located above the list of leads to choose whether to open or save the CSV file. Spreadsheet programs will open up this file in a basic spreadsheet format.
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