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| 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 |
Create a new lead
open BUZ OnDemand -> Sales -> Leads
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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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- 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.
