Introduction to a Lead File
All activity on a lead is tracked here.
Left side- (Lead Information) This automatically populates with the information from the script or a customer filling out a Request for Service
Right side- where the activity occurs.
Make sure to log each contact with the customer utilizing the Make Call, Scripted Call, Send Email
Make sure to update each action while going through the Sales Process with Lead Status, Next Action, Next Action Date
The Next Action will show up on the LMS Calendar on the date you inputted.
The link will show you the date is booked on the Perceptionist Estimates Calendar
The Box- Any comments inputted here will be exported to CCS with the lead file
Call Log Action Box- This is the chronological order of recorded actions of the lead being moved through the sales process.
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