Navigate to the Hot Leads Screen:
Click the
button at the top taskbar.
Purpose of the Hot Leads screen:
Hot Leads is used to processes Hot Leads.
What you see in the Hot Leads screen:
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Dates list organizes the Hot Leads by date.
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Clients list table contains the selected date in Dates list (1) appointments information.
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Initial Lead Information / Appointment Information tabs.
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Initial Lead Information / Appointment Information tabs details.
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Set Appointment allows to disposition the selected appointment.
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Check For New Leads checks for new leads and updates the Dates list and Clients list accordingly.
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Print Card prints the lead information.
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H is used to open the lead history.
How to use the Hot Leads screen:
What you see in the Setup Appointments screen:
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Appointment Date / Time: is used to set up the appointment date and time.
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Phone call memo: is used to put notes about the new appointment.
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Company is used to select a company.
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Pls Confirm dispositions the lead to the confirmation screen.
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Preserve Status – Call Later dispositions the lead back in the rehash/reload screen.
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Archive Lead dispositions the lead to the archive.
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Machine or no answer – set another call to dispositions the lead back in the rehash reload screen with appointment date 24 hours from now.
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Cancel cancels the changes.
How to use the Setup Appointments screen:
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Disposition a Rehash / Reload Screen.
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Click on Appointment Date / Time to choose an the appointment date and time.
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Click on Company to select a company.
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Click on Phone call memo to put a note about the appointment.
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To send the lead to confirmation click Pls Confirm.
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To send the lead back to rehash/reload click Preserve Status – Call Later.
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To send the lead to the archive click Archive Lead.
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To schedule a follow up for 24 hour from now and leave the lead in the rehash/reload screen click on Machine or no answer – set another call to.
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Click on Save to save the changes.
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Click on Cancel to cancel the changes.
