How to Navigate LMS Toolbar
Starting from the top and going from left to right we have….
Home Tab
1. New lead- A way to start a new lead 2. Cancel- Close a file 3. Close and Close All- Close tabs at top 4. Delete- Use only when you have a duplicate lead 5. Find a Lead- If you have dead leaded or you can use as a search tool
6. Refresh- LMS likes to be refreshed 7. Email- Never use for an initial contact 8. Print- When a lead file is open you can print your estimate worksheet, estimate and lead details 9. Map- can map in lead from office to home or map house in Zillow 10. Options- Setting up Defaults 11. FAQs- list of often asked questions and the subsequent answers (to close this need to right click) 12. Start Call Script- typical place to start call script
Tools Tab
1.
Email- send email to the open lead
2. Map- same as above 3. Options- another way to get to the defaults 4. Export Lead- do not use this option. Only export from open lead status 5. Transfer Lead- transfer to another owner database 6. Refresh- LMS likes to be refreshed 7. Reset Report- obsolete
View Tab
1. LMS Today- another way to see the LMS front page. Use this way if the LMS Today tab disappears when you hit close all 2. Access the following- a. Perceptionist Online Web Calendar b. Perceptionist Activity Monitor c. Accurate Activity Monitor- obsolete 3. My Leads- obsolete 4. FAQs- another way to access 5. Pricing- One way to access your pricing grid 6. Reminders- obsolete
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