Leads

Lead Dashboard

Create a new lead

Click here to watch the video on how to enter a lead in BUZ

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.

• 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”
  

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.