Exported Leads

Navigate to the Exported Leads Screen:

Menu -> System -> Exported Leads

Purpose of the Exported Leads screen:

This screen is used to disposition Exported Leads.

What you see in the Exported Leads screen:

Dates list organizes the Exported Leads appointments by date.
Clients list contains the appointments information of the selected date in Dates list.
Clients information contains the selected customer information.
Initial Lead Information / Appointment information opens relevant initial Lead / Appointment details.
Initial Lead information / Appointment information details.
Set Appointment button dispositions the selected appointment.
Appointments table contains information about past appointments.
Print Card prints the lead information.
H used to open the lead history.

How to use the Exported Leads screen:

Disposition a lead in the Exported Leads Screen.
Select the required date from Dates list.
Select the required appointment from Clients list.
Click on Set Appointment to open the Setup Appointments screen and follow

instructions in Setup Appointments Screen.

What you see in the Setup Appointments screen:

Customer information.
Appointment Information.
Appointment Date / Time: is used to set up the appointment date and time.
Phone call memo: is used to put notes about the new appointment.
Company is used to select a company.
Pls Confirm dispositions the lead to the confirmation screen.
Preserve Status – Call Later dispositions the lead back in the rehash/reload screen.
Archive Lead dispositions the lead to the archive.
Machine or no answer – set another call to dispositions the lead back in the rehash reload screen with appointment date 24 hours from now.
Save saves the changes.
Cancel cancels the changes.

How to use the Setup Appointments screen:

Disposition a Rehash / Reload Screen.
Click on Appointment Date / Time to choose an the appointment date and time.
Click on Company to select a company.
Click on Phone call memo to put a note about the appointment.
Disposition the lead:
To send the lead to confirmation click Pls Confirm.
To send the lead back to rehash/reload click Preserve Status – Call Later.
To send the lead to the archive click Archive Lead.
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.
Click on Save to save the changes.
Click on Cancel to cancel the changes.

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