| Table of Contents |
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Lead Dashboard
| Description | Notes | |
|---|---|---|
| Waiting for follow up | Lead status set to follow up | |
| Won this month | Lead status set to Won | If a quote is created from a lead this will set the status to "Won" or you can manually set this |
| Scheduled |
To create a Lead open BUZ OnDemand -> Sales -> Leads
- Select “+ New Lead”
- Type in the lead address and details
The first address entered is the lead address, the second address is the billing address
If the 2 address are different "un-tick" the billing address box to enter the second address and details.
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- 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”
To Create a Private Appointment open BUZ OnDemand -> Sales -> Leads
- Select "Calendar"
- Then Select "New Private Appointment"
- Type in the Rep, Date, Time and Description of Private Appointment and Save
Lead Colours
- A Lead will show on the calendar in Yellow
- A Private Appointment will show on the Calendar in Orange
Update/Change lead status
Use Leads Search to find lead, click lead, opens Summary page, click Back button to edit, change status in top right, then Next, click Schedule to save.
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