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Lead/ Agent Potential Management

Instructions for managing potential customer (Lead) information in the CRM system.

  • Track and manage potential customer information
  • Convert Lead to Customer
  • Track interaction history

Access the Leads list screen.​

  • On the list screen, click Partners -> select the Customer Leads Tab.

lead_enter_lead_list.gif

  • Customer Lead screen:

lead_list.png

Enter Customer Lead/Agent Approach information​

Create new Customer Lead​

  • Click the + Customer Lead button to create a new Customer Lead.

lead_create_customer.gif

  • New Customer Lead creation screen:

lead_create_customer_form.png

Note: When entering the tax code, you may encounter a warning screen as below..
This is a warning that the Lead already exists in the system and is being followed by another salesman.

lead_create_customer_validate.png

Create new Agent Approach​

  • Click the + Agent Approach button to create a new Agent Approach.

lead_create_agent.gif

  • New Agent Approach creation screen:

lead_create_agent_form.png