On this page:
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
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
Lead colours can be changed/managed through your lead statuses, more help can be found here.
Lead Appointments displayed in the calendar
The coloured box on the top right of each appointment is how far in kilometers each appointment is from each other (this will not calculate the start kilometers from the office/home address of the rep.)
Green = less than 10 kms
Orange = 10 - 20 kms
Red = + 20 kms
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.
