Validation screen is used by the room manager to validate leads that are created by the agents. The room manager is able to listen to phone recordings, change lead details, call clients and disposition the leads accordingly. This screen alerts the room manager if a duplicate lead exists.
The room manager is able to send leads to remote office for future process if necessary.
What you see in the Import Leads Screen:
Leads to be imported list.
His product.
Lead form product.
When all required field of the lead are properly populated, the valid box will be checked and indicate that the lead is ready to be imported.
IA checkbox. It will be checked if the lead was generated when IA was available.
App - Appointment only added to an existing lead.
Select checkbox. It is used to select the lead for future disposition.
Double click in the selected lead row in Send to column to choose destination for the lead. Options are:
Confirmation - Send lead to confirmation.
Dispatch - Send lead to dispatch.
Reschedule - Send lead to reschedule.
Play recording of the lead's phone call.
Lead Calls log.
Lead details.
When a prize set for confirmed lead you will see an amount in this field.
When a prize set for IA lead you will see an amount in this field.
Validate Lead allows the room manager to edit the lead's information.
Call allows the room manager to call the client.
Lead Exist! Show it! shows only if the program suspects that it is a duplicate lead.
Show FRESH Records filters the records list to show only not processed records.
Show Exported Records shows all proceed records.
Show All button shows all records.
Discard Lead allows the room manager to discard the lead.
Select new Leads will turn into Send to Confirmation button after lead selection at Select and will allow the room manager to send the lead to its next disposition stage.
Send Lead is used to send leads from remote offices to the main office.
Start Import/Stop Import is used to continuously check for newly created leads.
How to use the Import Leads Screen:
Validate received leads and disposition accordingly.
Click on Show FRESH Records to show only new unprocessed leads.
Click on Start Import to import new available leads. Make sure that the button will turn red and change to Stop Import.
Select a lead you want to process from the lead box.
Make sure that Lead Exist! Show it! is not showing! If it is showing click on it and follow the instructions on Duplicate Leads Screen.
Double click on Select on the lead you ready to disposition.
If the lead did not pass your quality check discard the lead by pressing Discard Lead.
If the lead did pass your quality check disposition it with one of the following:
Double click on Send to until you see Confirmation and click Send to Confirmation to send the lead to Confirmation Screen.
Double click on Send to until you see Dispatch and click Send to Confirmation to send the lead to Dispatch Screen. Do that only if the lead doesn't require confirmation!
Double click on Send to until you see Reschedule and click Send to Confirmation to send the lead to Reschedule Screen.
Find a lead after its disposition.
To find a lead that was discarded click on Show All and go over the lead list in the lead box. The discarded leads will show as grey lines in the table.
To find a lead that was dispositioned to one of the following; confirmation, dispatch or reschedule click on Show Exported Records and go over the lead list in the lead box. The dispositioned leads will show as blue lines in the table. You will see the disposition destination in Send to.
button at the top taskbar.
