7. Choose Active Leads Column- Select which fields you want to view for the “Active Leads” section. 8. Arrange Leads By- How you can arrange your active leads by the way you like to view it. Most people use Lead Date
9. Reset Active Leads Grid Layout- Obsolete 10. Choose Recent Calls Columns- Obsolete 11. Arrange Calls by- Obsolete 12. Resent Recent Calls Grid Layout- Obsolete
Scripts- not applicable to field version
Help Tab
1. Different sections providing some further detail
Active Lead
1. Can sort in various ways 2. All active leads live here 3. Bold- lead needs attention Grey- means lead is ok 4. Calendars a. Overview b. Perceptionist Web Calendar c. Perceptionist Estimate Calendar d. Perceptionist OTC Calendar e. Next Action Calendar 5. Maintenance a. List of calendars (new, edit, delete)
b. Mail Template (can create own template and email lead from here) c. FAQs (new and override)
6. Recent Calls- obsolete
LMS Today
1. Another calendar 2. Can be set up so all next actions are right up front
CSR Call Conversion
1. More in-depth later on about benchmarks 2. Where to access reports (can analyze marketing) 3. LMS News 4. Users
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