Leads Module User Video

Lead

When a person submits a form on your website, the person set to receive the lead gets an email notification. The person who submitted the lead gets an email confirmation.

The sender will be prompted to fill out name, email and comments.

Admin

The person set to receive the lead.

Status

Allows you to change the status of the lead. Click Save.

Example: First Response.

Reassign

Reassign leads to a different staff member. Hit Reassign when finished.

Notes

Allows you to add notes to leads and know the last time the lead was updated. Clicking Save gives the lead a time stamp.

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