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- Select “+ New Lead”
- Type in the lead address and details
- Select “NEXT” and you will be prompted to select an existing Customer if there is one with any of the same Address or Details
- The first address entered is the lead address, the second address is the billing address address
If the 2 address are different "un-tick" the billing address box to enter the second address
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- address and details.
- If the address can't be found in Google click on Detailed Address and then enter the full address details.
Note: We use Google to auto-complete addresses, if the address is not found by Google BUZ opens the Detailed Address box and asks to complete it.
- Click next, this will ask if you want to use an existing customer.
Note: if you use an existing customer and change the selected contact details in the lead this will update the customer card and any orders/leads attached to this card already.
If you wish to add a new contact to and existing customer go to the customer card and add the details there.
- Fill in the Products they are interested in and the Product Survey
- Now you can choose a Rep, Date, Start and Finish Time and add any notes about the Quote IE: We are the second company to Quote
- You will be taken to the Summary page where you can “Schedule and Start a new Quote” or “Schedule and Start a New Lead”
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