Neptune Manager Manual for Leads360
Contents
1. Dashboard Select Field Go Edit Lead Paul Dugani Trident Society com Neptune Society Wayne TEST LAST20 555 222 3352 ye Vey rar ye Id 38 Date Added 11 19 09 2 31 PM Read Only Campaign Generated on the Sales Floor w Status NEw v x User Morison Renee Robin w ow Land Now Lasd Save 6 Goto Nert Lead TEP Lenn ope Cane dd Reminder Fetion Select J Print Lead gt Select y Add h Export Lead gt Comma Delimited z ee Comment Lead Form V3 pdf Pdf Templates p Y A file download dialog will pop up Click Open The lead will open in Adobe Acrobat Click the Print button Downloa Do you want to open or save this file aps Name preview pdf Type Adobe Acrobat Document From Im leads360 com harm your computer If you do not trust the source do not open or 9 While files from the Internet can be useful some files can potentially save this file What s the risk Print Multiple Leads Printing more than one lead at a time can be done on the view leads page Click the check boxes next to all the leads you want to print LEADS peg res ENTERPRISE Dashboard Ql ON c m View Leads palfieri neptune plan com Neptune Society Leads 84 ee eee id 20 Page Prev 1 lafa Gheta Al v ast Assiqnment Distribution D e Status Cast Aotion Last Action Date User Campaign First Name Last Name Stat2. SS ES CC CS o N A C Use these pulldowns to filter your leads These filters will restrict the pool of leads you are viewing You can filter leads by Status Campaign or Date Range Use the filters in combination to zero in on specific groups of leads you want to work For Example you might want to find leads from the Self Generated Campaign that were added to the system between February 1st and April 1st 2009 Pulling up that subset of leads is as easy as Dialing the filters and clicking Go Focusing on Certain Type of Leads This is where you will choose to focus on certain types of leads specifically your Manager Review Attempting Contact Contact and Nurture older leads that you were never able to reach leads To focus only on your Attempting Contact leads click on the down arrow in the Filter section on the left and choose the Status that you would like to focus on Then click Go on the right hand side Included Statuses All Campaigns aaa 22 2009 To Go Leads 0 Included Statuses wf Cosine ain Loy fait Campaions aaa 22s Eco All Statuses a Included Statuses NE ATTEMPTING CONTACT CONTACTED APPOINTMENT SET SIT DOAN NO SALE MANAGER REVIEW NURTURE CONTRACT SOLD CONTRACT CANCELLED EXISTING CUSTOMER DO NOT CONTACT DECEASED BAD PHONE NUMBER NO PHONE NUMBER Hold CTRLto Select Multiple Manager Review Process Remember that Manager Review leads are leads that
3. Chris Kinnear E 5 11 00 AM 19 The Print Reminders Window will pop up displaying the reminders that have been set for the selected day Print Options Include Action Logs Monday December 12 2009 9 25 AM Past Due John Smith I 310 255 5555 I john yahoo com Call John In Process Kinnear Chris Remember to follow up with John about his new deal Action Date Action Comment User Fri 12 9 11 37 AM Call Attempt Left Messaae Will call back later Kinnear Chris Fri 12 9 2 16 PM Contacted Scheduled a follow up call for Monday Kinnear Chris 10 30 AM Bill Johnson 310 678 1111 I bill aol com Meeting with Bill New Kinnear Chris Meet with Bill at Starbucks to review his loan application 1250 South Street 12 00 PM Sandra Lewis 212 999 3333 SLI hotmail com Send Documents Application Kinnear Chris Send Loan documents off to Sandra for approval When printed this will serve as an appointment sheet for the day Users have the option of Including the Action Logs in the printed document Check this box to include all the actions that have been taken on the lead The Printed Appointment Sheet will include the following information for each of your reminders e Date Time The date time for which the reminder is scheduled to be triggered e Reminder Status The status of the Reminder options include Active Past Due Completed Dismissed e Title
4. Explorer 8 How To Enable Compatibility View in Internet Explorer 8 Method 1 Enable Compatibility View for specific Web sites by using Internet Explorer To enable Compatibility View for specific Web sites that are not displayed correctly or that are not working correctly follow these steps 1 Open the Web site that is not displayed correctly or that does not work correctly in Internet Explorer 8 2 Click the Compatibility View button that is located directly to the right side of the address bar next to the Refresh button Or on the Tools menu click Compatibility View Note If the Compatibility View button does not appear to the right side of the address bar or if the command is not available on the Tools menu you cannot use this method You may be experiencing a different problem or the network administrator may have used a Group Policy setting to configure the Compatibility View settings on your computer O Ifyou are using a home computer see the Similar problems and solutions and support information section for alternative steps O If you are using a computer in an enterprise environment contact your administrator or the help desk If this method worked and the Web site is now displayed correctly and works correctly you are finished However you may have to repeat this method for each Web site that experiences these problems Note When you use this method to fix a Web site Internet Explorer saves your Compatibility View
5. NEW pnma askea Robin Renee Robin Generated on the Sales Floor Wayne TESTLAST20 CA 11111 FALSE No BAR Reeder Jack 11 23 409 4 14 PM NEW anne ray ul Generated on the Sales Floor Mark TEST LAST28 CA 1111 FALSE No BAR 11 23 09 4 14 PM NEW i ul Self Generated Leads Steph TEST LAST24 CA 11111 FALSE No BAR 11 20 09 3 25 AM NEW haron Self Generated Leads Don TEST LASTI CA 11111 FALSE No BAR 11 20 09 3 25 AM NEW Hold CTRLto Select Mutiple Self Generated Leads Mary TEST LAST32 CA 11111 FALSE No BAR 11 20 09 3 25 AM NEW Reeder Jack Generated on the Sales Floor Tim TEST LAST36 CA 11111 FALSE No BAR Click the Go button to display the leads assigned to this user Now that only that users leads are displayed click the box with the arrow at the top of the selection column to reveal the lead control menu On the lead control menu select Check All ENTERPRISE m View Leads Paul Dugant TridentSociety com Neptune Society EIS RS ES ES a me y Ail Status Last Action Last Action Date User Campaign First Name Last Name State Zip Code Veteran interested in Reef Options N NEw Genho Joyce Self Generated Leads Steph TEST LAST72 ca 1m1 FALSE No al Uncheck All i Aao lasts NEw Genho Joyce Generated on the Sales Floor Mark TEST LAST124 CA ii FALSE No BARE Epor lands NEW Genho Joyce Self Generated Le
6. Reports and click Confirmed Duplicate Report Menu Leads Dashboard E Lead Management F Administration j Reporting t User Reports Preferences E Group Reports Help t Campaign Reports Lead Reports Email Reports Dashboard Reports a r ai kaa kaa Duplicate Reports Custom Reports Batch Processing Returning Duplicates Al Dupicate hogs ee Expor To Excel Page 1 off Id Unique Field Reference ID Date Added Campaign Duplicate Program Parent Lead Id Parent Lead Campaign Options 556020 9 0 2003 10 35 00 AM _ Campus email 550004 _ Campus Un Confinm Delete 556837 9 8 2003 10 35 00 AM J Campus email 556834 J Campus Uin Confinn Delete 556826 9 8 2008 12 35 00 AM _ Campus email 556834 _ Campus Un Confirm Delete 556835 9 3 2009 10 35 00 AM _ Campus cmail 556834 _ Campus Un Confirm Doicte Run the report with a particular campaign or lead source selected These leads are all confirmed duplicates purchased from that single provider Press the Export to Excel button to generate a spreadsheet of these leads that you can use to return them 32 Un confirming a mistakenly confirmed duplicate If you find that leads have mistakenly been confirmed as duplicates you can un confirm the duplicate relationship and the leads will again move through the pipeline as two separate individual leads TET vs cros
7. name address and email address These are duplicate leads Click the Confirm Duplicate button 29 1 LALI Confirm Duplicate Deny Duplicate Close Vindow The next step is to merge these duplicate leads into one Merging the duplicate leads is done by selecting a Parent or Primary lead which will subsume the other lead The default option is to Select the Existing Lead as Parent Compare Duplicate email Potential Matches 1 Select which lead will be the Parent Primary Lead Select New Lead as Parent Select Existing Lead as Parent System Information Ss kt 556839 ld 556834 Unique Field Reference Unique Field Reference a IDY F Date Added 9 5 09 11 36 AM Date Added 9 8909 11 35 AM Status New Status New Campaign _ Campus Campaign _ Campus User UnAssigned User UnAssigned Custom Information Email miarrel jonesknowledge com Email mjarreli jonesknowledge com First Name vampire First Name Vampire Last Name Weekend Last Name Weekend Address 101 main st street2 Address 101 main st street2 City Denver City Denver State CO State CO Postal Code 80112 Postal Code 60112 You may also select an action that will be taken after the leads are merged Action None v Comment More about Parenting Merging Back Merge Leads and Take Action Close Window Parenting is a way of merging the leads while establishing which lead you want to serve as the data foundation The de
8. require your attention and your decision making These are leads that either have not been worked appropriately or have been labeled by your Sales Rep in a manner that requires your attention You will be able to look at the entire history of each lead see yellow box below as you make your decision as to what action to take on this lead Is it a Good Lead Is it really a Bad Phone Number Etc L E A D S Help Online Support Logout ENTERPRISE aha n Edit Lead sys leads360 com Neptune Society Mohn Costello 555 222 3625 Id 314 Date Added 11 19 09 5 36 PM Read Only i Campaign Other vt Status APPOINTMENT SET v User Alfieri Paul v gt ad Next Lead Save amp Go to Next Lead Save Save amp Close Cancel Action Select v Add Comment All entries O Actions Only Logs Only O Duplicate Leads Comment User Status Changed To APPOINTMENT SET Paul Alfieri Tue 11 24 09 7 16 PM A ALL SET APPOINTMENT Meeting tomorrow at home Paul Altieri Tue 11 24 09 7 16PM Automatic Distribution To Paul Alfieri Program TAKE LEADS OVVNED BY OLD REPS Program TAKE LEADS OWNED B OLD REPS Fri 11 20 09 6 05 AM w Last Assignment Distribution Date Status Last Action Last Action Date User Campaign First Name Last Name State Zip Code Veteran Interested in Reef Options The default sort order of your leads is by Lead Assignment Distribution Date with the most recent ap
9. review under these conditions you have to determine if you want to let the sales rep hold on to the lead give it to another rep or follow up on the lead yourself There are actions available to managers that allow you do proceed with the lead as appropriate Examples of actions you may take are Not Interested Confirmed Bad Lead or Actually Good Lead Set Appointment 21 Removing a Sales Rep from Leads360 When you want to remove a Sales Rep from Leads360 there are a few steps you need to take First you will need to assign all that reps leads to a new user Go to the view Leads page by clicking the Leads tab Select the reps name from the User filter pulldown ENTERPRISE Leads Dashboard Ql ca m View Leads Paul Dugani TridentSociety com Neptune Society SS SS SS o N All Users Burrage Sharon a Prev 1 X 42 F Fear srs RS j Dugan Paul s i aH a vb Assignme Status Last Action Dugan Tina Campaign First Name Last Name State Zip Code eteran Interested in Reef Options 11 23 09 4 14 Ph NEW Pesos aan Renee Robin Generated on the Sales Floor Tim TESTLASTIZ CA 11111 FALSE No BAR 11 23 09 4 14 PM NEW Hutchinson fan Renee Robin Self Generated Leads hitary TEST LASTS CA 11111 FALSE No Ral Johnston G a 11 23 09 4 14 PM NEW El ea k Renee Robin Generated on the Sales Floor Mark TESTLAST4 CA 11111 FALSE No BAR 11 23 09 4 14 PM
10. setting for that Web site Every time that you visit that site Compatibility View will be used To stop a Web site from running in Compatibility View repeat this method by clicking the Compatibility View button again for that Web site You can also add or remove specific Web sites from Compatibility View without actually visiting each Web site To do this click Tools and then click Compatibility View Settings If this method did not work and the Web site is still not displayed correctly or still is not working you are experiencing a different problem See the Similar problems and solutions and support information section for alternative steps Method 2 Enable Compatibility View for all Web sites by using Internet Explorer Most Web sites that you frequently visit are not displayed correctly or are not working correctly You have tried Method 1 on some of these Web sites and that method worked However you may want to enable Compatibility View for all Web sites To do this follow these steps 1 Start Internet Explorer 8 2 Onthe Tools menu click Compatibility View Settings If Compatibility View Settings is not available the network administrator may have used a Group Policy setting to configure the options for you Contact your administrator or the help desk 3 Click to select the Display all websites in Compatibility View check box and then click Close 34 View Settings REMOVE PF tndude Updated website lists From Micr
11. 6 2921 description Type Task Appointment User Vv 3 Choose a date and time Title 4 Users can be alerted by popup email and text Choose which method or methods you prefer 5 Select a period of time from the pull Date 12 16 2009 R Time 2 B 00 M PM down to determine how long before the Alert Me By Popup Email _ Text SMS 15 Minutes J before start Date Time appointment you want the user alerted aee eh 6 Create an Outook calendar reminder sami cancer 7 Click the Take Action and Add Reminder button Description Dismiss upon Status Change This appointment will now appear in your Reminders Calendar on the user s Dashboard Reminders Reminders for Tuesday December 15 2009 All Groups V All Users V Go 9 00 AM EY PastDue 9 15 AM to 10 00 AM Meet with Johnny Eje John Smith I 310 555 1212 New I Chris Kinnear F 3 Pending 9 30 AM Send out Appraisal Docs EJE Karl Willis 213 444 3333 In Process Chris Kinnear 4 1 10 00 AM EJ Complete 10 00 AM to 11 00 AM Meet with buyer E E Edna Jones 818 777 5436 New Chris Kinnear Fi 5 11 00 AM And a reminder will pop up on your screen at the appropriate time Reminder Alert Tuesday Howember z4 2009 3 45 PM Lead 3141 John TEST LAST293 555 222 3625 Call L
12. ASTS FL 11111 TRUE No BAFA Uncheck All NEW Atieri Paul Other John TESTLASTSS FL 11111 TRUE No BAR i Print Leads NEW Aieri Paul Other John TESTLASTIO1 FL 11111 TRUE No BAR Export Leads NEW Alfieri Paul Other John TEST LASTI49 FL 11111 TRUE No BAR F 1120 09 6 13 AM NEw Affieri Paul Other John TESTLASTIO FL 11111 TRUE No BAR F 1120 09 6 09 AM NEW Affieri Paul Other John TEST LAST245 FL Ott No BAR 11 20 09 6 05 Ant NEw Affieri Paul Other John TEST LAST293 FL 11111 TRUE No BAF 11 20 09 6 00 AM NEW Affieri Paul Other John TESTLAST341 FL 11111 TRUE No BAR 11 20 09 5 56 A NEw Alfieri Paul Other John TEST LAST389 FL 11111 TRUE No BAR 11 20 09 5 53 AM NEW Affieri Paul Other John TEST LAST437 FL 11111 TRUE No BAR 11 20 09 5 49 A APPOINTMENT SET CALL SET APPOINTMENT 11 22 09 3 20 PM Alfieri Paul Other John Jones re jn No BAR When the print dialog pops up select print You can choose to print only fields that contain data or you can print the whole lead form including empty fields You can see in the screen shot below that at the top you have the option to Include Action Logs show history of activity on the lead and also Include Reminders show appointments set These then appear at the bottom of the printout E LeadManager Print Lead Jeff Admin Solomon 54890 Windows Internet Explorer provided by Leads360 Inc co fe E http len devWeb L
13. HAN CA ELDORADO 98762 co la BAA 12 2809 3 58 PM Crater NGAE NO AKeweR EERO Sewage on Card LARRY LUAN CA STOCKTON 96204 gm ali BAR FE 1272809 3 58 PM APPOINTMENT CALL SET r 12nano _Burage Males cag CAROLE svoz lca MANTECA 96097 Gon 2 GAR 12728000 1 05 PM ATENO catznoanewan AAAS Frononk Cenerted Sharon Bornstein CA Nevada Cry 95959 FP 1 BAG E 12809 11 90 sea NEW CALL NO ANSWER ge Hutchinson Mote carg SOHN wicans CA SACRAMENTO 95834 om a o BAR F 12 28409 11 29 AM NEw erpi Sap Lanhard Jude Response Card C amp Y NARAYAN CA SACRAMENTO oses IO o 0AA F 12809 11 39 AM piding CALL NO ANSWER Ea Morison Male cong THOMAS PETERSON CA SACRAMENTO 95822 oD F BAR Add Edit Lead Page 11 When you select Add New Lead from the main menu the Add Lead page will load This page should look familiar It is the same as the View Edit lead page but without lead data L J A D S Online Support Logout ENTERPRISE CD x C Dashboard hd a Add Lead Paul Dugan Trident Society com Neptune Society Campaign tiler Response Card y Status NEW wv User Dugan Paul v Prev Lead Next Lead Save amp Goto Nest Lead Options Save Save amp Close Cancel Main Beneficiary Referral Other Type of Lead Created By Admin Admin Created Companion Admin Created Friend Floor Lead Self Generated Location ID Contact ID Who Is this for Select Y Pri
14. Neptune society Leads360 Manager Training Manual Managing Leads in Leads360 ccscccsssseccesscecesececenececesccceenceseuececeeceeeeseeseescesenecesenecesseneessucessuecessneeenes 3 BG WV Torin aa sea cee ci aie intlae E E E delgtie as baud dnaawlaa dy bua eeatab azides 3 ASSIEniInNE Ieda S wel dite Ui cen T RT ance eh tarecalla AAN contlveanorits sweet os A eveaen Uistl geen TEN 3 PWM OAC S chs oss ati cosececaaeieatancdeteiaucatedsasesaneacsl obs satiancocuiabestncesuanenssantndapeca o 5 Print Leads Oneata TING eannan aO NS 5 Pune Multiple ICG Seann hk Sot E Sree Sk CG Neal eee eel ae ae 7 REVIEWING vour DID CN IN Cit atenct tatcad soeccattandsacebacs Sos are a a E tetssutewseedt 9 MESES cast tne ch eh ha tercchat Sooo tare masen en aah tend d Alene dhs teat dad ase deca eo tan deb dla aladade abate dail ag Goin ta aalatas 9 FOCUSING On Certain lype Of Lead Senenin a dace oleae ed dance Sap nat amaeea dace oi ew sees 9 Manace REVIEWIPOCESS tris os cacceancaahagecninetasean terns ce cuseseuhoanedene dagaycalteanseasasageed de aentetuansenesasadsaoteaayranniee 10 SONO siete earn vccrececerrs tes wes E oe esa gecit osu ace encanta ta rman ca ea a ews ee noe ageees ese Cota temo anaes 10 SUDMUCEIIS 2a SICMOG CONE ACE xic ecco caeacsctas ASA A ANAS 10 Adding a Lead What is it ANd Why dO 1 dO It eeccccesceccessceceececeeceeeececeeeceeeueceseneeesescesegecensnecenees 11 Adame a Lead HOW UO VGOUL cornine tase adactitindeeaeniaetotshdata
15. The Reminder title entered by the User e Lead Identifiers The lead identifiers for the selected lead associated with the Reminder e Description The Reminder description entered by the User e Lead Status The status of the selected lead associated with the Reminder e User The User for whom the Reminder has been set And if you include the logs when printing the printed appointment sheet will include e Action Date The date time when the action was taken e Action The name of the action e Comment The comment entered when the action was taken User The User who took the action 20 Special Lead Distribution Rules From the time that a sales rep is given a lead they have 10 days to try to reach the lead If they reach the lead they ll continue working the lead as appropriate If they do not reach the lead right away it is important that they keep trying to reach the lead on a daily basis and logging each contact attempt in Leads360 If they do not reach the lead in 10 days but they HAVE been trying to reach the lead on a daily basis then they will continue to hold on to the lead but it will be moved into a Nurture status Leads in the Nurture status are set aside to allow sales rep to focus more on your active pipeline If they do not reach the lead in 10 days and they HAVE NOT been trying to reach the lead on a daily basis the lead will be reviewed by the sales rep s manager When a lead is flagged for your
16. ads htary TEST LASTI76 CA 11111 FALSE No BAR E 1120 09 3 09 Aw NEw Genho Joyce Generated on the Sales Floor Tim TEST LAST228 CA 11111 FALSE No AiR Open the lead control menu again and select Assign Leads 22 Assign Lead s On the Lead Assignment popup click the name of L Unassigned hue Sacramento the sales rep to whom you want to re assign all the Dian Pau ooaae leads belonging to the user rep are deleting LF ae It is important to make sure that no leads are assigned to the user when you go to delete them Vou must then contact the Help Desk who will actually Delete the Sales Rep from your Leads360 system 23 Managing leads that were owned by Sales Reps that are no longer with the company From JAWS As a Manager you do not have access to these leads in your regular When you would like to assign some of these older leads that were owned by a Sales Rep that is no longer with the company you will first need to access these leads to bring them into your queue On the main menu open the Lead Management submenu Under Get Leads select TAKE LEADS OWNED BY OLD REPS L EA DS Online Support Logout ENTERPRISE fanage Lead Management dew Leads Paul Du ani Tri dent Society com Neptune Society bi receiving leads ON J ote os Oea z Administration Add New Lead Preferences Get Leads b TAKE LEADS OWNED BY OLD REPS Help 100 page This will show a lis
17. ater Call later when spouse is home Snooze for 5 minutes Y dd to Outlook ToO ensure that these pop ups do occur please follow instructions in Appendix B to allow pop ups 16 More about Reminders In the previous example you were prompted to set a reminder when you took the action CALL SET APPOINTMENT While there are two actions that require you to set a reminder you can choose to set a reminder for a user on a lead at any time Common uses for reminders are to prompt them to make a call or send an email at specified time in the future On the View Edit Lead page click the Add Reminder link to set a reminder for this lead Log for Lead Lead Identifier Entries 3 Action IV Add Reminder Comment All Log Entries Actions Only Logs Only Reminders Entry Comment User Date Call Attempt will call back Chris Kinnear Tue 12 8 09 5 54 PM Call Attempt will call back Chris Kinnear Tue 12 7 09 9 23 AM Close Window 17 The form will expand to display an Add Reminder section Add Edit Reminder Lead John Smith 310 256 2921 Type Task Appointment User Title Description Date 12 16 2009 Time 2 0o MM pu Alert Me By Popup SA Email Text SMS 15 Minutes v before start Date Time Create Out
18. cet N eaeaeest 11 ROGPEGit Cad Pace aicsecasiicasantavasnctecasnsctudcvacayneees a a a a oedema tnacuons emaaia 11 Setting an Appointment or Follow up Call Reminder for a Sales Rep How do I do it c eee 15 More apot REMMMG CNS orsin a T TE 17 TASKS VS ADPOINITENTS ninaein n u T Guus aeuueanieucceivancuals 18 PrintCalendar EUNCUON erens iiie E a E A E sete eae 19 SpecialLead Distribution RULES neitins eE E EE E AE 21 Removing a Sales Rep from Leads360 cccccesecccecesseccceesececeeeecececenscceeeusecessunececsuenecesseusecessuecessueneces 22 Managing leads that were owned by Sales Reps that are no longer with the company From JAWS 24 Managing your team s contact Information science ae ta aed as 25 D plicate Management FUNCTION eisni nain E a A T E aeeceastige 27 D plicate Reconciliation REPO anae E A e daly aaetenaditeadsawenes 28 More about Parenting Mere mE aiena a A ENORA NAN 30 Comparing Multiple Duplicate cents palette aa ani cue tune caiewaeaneu lee medanteaivies 31 SOLO CES at Paren onin E se sera eek aca cases baw A A 31 CONTFMEG DUDIICATC REDOUE mran cee wacieceiascosaaeoes oe eateinc eusais ce dad estate eae dadiactoataiore se aieesausaatag dasthoeetonee 32 Returning DUD CALCS ssi Ste euct aa soi 4 ideas tama cay mite aleve ease ed Se iiuinis N ORE 32 Un confirming a mistakenly confirmed duplicate eeeccccesseccceeesececeeececeeeecceeeuseceeseeeceeseeeseeetes 33 Appendix A Compatibility Mode in In
19. dert Society cor Neptune Socie OIOTETTETETTID Dashbc Lead Management T Administration gt Menage Users Preferences b Help b Click on the Edit link associated with a user L EA D S Online Support Logout ENTERPRISE Seas CES EIS 2 m Manage Users Paul Dugan TridentSociety com Neptune Society Add New User 100 Page Prev 1 orif Next Name Email Receiving Leads Status Email Status Roles Options pey Sharon sburrage trident plan com On Enabled Active Unverified User Settings Roles Password Edit bty Reports Delete Dugan Paul Paul Dugan Trident Society com On Enabled Fetive Unverified sn User tvianager a Settings Roles Password Edit My Reports Delete Dugan Tina tdugan trident plan com On Enabled Active Unverified User Settings Roles Passwor S ty Reports Delete Fellows Raymond rfellows trident plan com On Enabled Active Unverified User Settings Roles Passwd Edit MtRepors Delete Fronzek Diane l 7 dtronzek Brident plan com i On E Enabled pes Active Unverified User 7 Settings Roles Passwo Edit H Rep orts Delete Genho Joyce jgenho trident plan com On Enabled Fetive Unverified User Settings Roles Password Edit by Reports Delete Hutchinson Aan ahutchinson trident plan com On Enabled Fetive Unverified User Settings Roles Pas
20. ducstion ki vr Confom Duplicate Deny Duplicate Clase Vandever Note that a duplicate management program may flag multiple duplicates for a lead When this occurs this number will display the number of duplicates found In that instance you would click the Prev and Next buttons to view and confirm deny all duplicates Selecting a Parent d 556073 Date Added 99009 11 30 AM Nead Onty W Campaign Dstamarkto Campus Yus f Stetus New g User Graves kisis Mest Leoda Save S Coto Mod Lood gt Optona cave Sawe amp Chose Concci Actor Select l aa Commerce pg eetiss C Acton Unity C Logs Un vancstotasoe Fntry Comment iarr narr Grali Diskus New Liar ada Graas Diah Groves fed WAAR 11 353 AM Maa Irar karmg Folia Bey Genug Fir facns ea D Mod Mewoidly abeie Select Lana 1eensijkii com lesaa com Trsthese TIT any Last hame LOOLShic Ader 3314 CLEVELAND AVE Cty MEW ORLEANS Even after the lead has been merged you can view the associated duplicate lead from the Edit Lead page by clicking the Duplicate Leads radio button 31 Confirmed Duplicate Report Leads that are identified by the system and confirmed by a user as duplicates will appear in the Confirmed Duplicate Report This report is useful for returning leads You can also un confirm leads if you find you have confirmed them as duplicates in error Under the Reporting submenu Hover over Duplicate
21. duplicates from the selected campaigns and duplicate programs are returned by the report Click a leads Compare link to reconcile it Clicking a compare link will open the Compare Duplicate form Compare Duplicate email Compare New Lead with Existing Lead s to identify duplicates System Information id Unique Field Reference ID Date Added Status Campaign User Custom Information Email First Name Last Name Address City State Postal Code Country Phone Programs Previous Education Id New Lead 556839 9 5 08 11 36 AM New _ Campus UnAssigned mjarrel jonesknowiledge com Vampire Weekend 101 main st street2 Denver co 80112 US 303 784 8246 42 7 id Unique Field Reference IDY Date Added Status Campaign User Email First Name Last Name Address City State Postal Code Country Phone Programs Previous Education Id Potential Matches Existing Lead 556834 9 8 09 11 35 AM New _ Campus UnAssigned miarrelijonesknowledge com Vampire Weekend 101 main st street2 Denver co 80112 US 303 784 8246 42 rd This form gives you a side by side comparison between the new lead and the existing lead Fields where duplicate information has been found are highlighted The system has is showing you how it identified these leads as duplicates But duplicates must be confirmed or denied manually These individuals share the same
22. e Zip Code Veteran Interested in Reef Options PM 112009 6 25 Aw NEW Mfieri Paul Other John TEST LASTS FL 11111 TRUE No BAR 11 20 09 6 21 A NEW Affieri Paul Other John TESTLASTS3 FL 11111 TRUE No BAJR 11220000 6 17 AM NEw Afi Paul Other John TEST LASTIDI FL 11111 TRUE No BAR NEW Affieri Paul Other John TEST LAST149 FL 11111 TRUE No e Gal 7 11 20 09 6 13 AM NEW Afieri Paul Other John TESTLASTIO FL 11111 TRUE No BAFA Z 1142009 6 09 AM NEW Alfieri Paul Other John TESTLAST245 FL MnO No BAJR IF 11209 6 05 AM NEW Afi Paul Other John TEST LAST293 FL 11111 TRUE No BAA NEw Affieri Paul Other John TEST LAST341 FL 11111 TRUE No BAJR LADAR O SIAN NEW Affieri Paul Other John TEST LAST389 FL 11111 TRUE No BAFA 11 20 09 5 53 AM NEW Alfieri Paul Other ohn TEST LASTA FL 11111 TRUE No e Gal 11 20 09 5 49 Ad APPOINTMENT SET CALL SET APPOINTMENT 11 22 09 3 20 PM Affieri Paul Other John Jones FLO No BAFA At the top of the selection column click the small box with the arrow on it to open the lead control menu Select Print ENTERPRISE EEEE CTS E m View Leads palfieri neptune plan com Neptune Society SS ES eS ES N A E m ee ora ie A v Last Assi anment Distri jay S Status Last Action Last Action Date User Campaign First Name Last Name State Zip Code Weteran Interested in Reef Options F Check All NEW Alfieri Paul Other John TEST L
23. eadPrint aspx Leadid s8890 83h owLead TrueQshowLog True hi Print Options AI Lead Fields Populated Fields Only El include Action Loge Rj Include Reminders Id 53890 Date Added 11 30 2009 Campaign LoverhtyBills Status Mew User Jeff Admin Soloman BORROWER INFORMATION CONTACT IHFORMATION First Hame John Last Hame Smith CO BORROWER INFORMATION Mm Ky Checkbox Mo CO BORROWER ADDITIONAL INFORMATION Morelnfo Mo LOAN INFORMATION Bankruptcy Mo Home Owner Mo PRICING 3 A Other Income Sufficient Fund Income Verification Mo Verification Mo Verification Mo Residence Current Mortgage Copy or Fret Verification Mo Payment Verification Mortgage ne i Verification Action Log Bruzzone Test Erra Erger Jett Admin Zhen Tue 1241 12 01 AM Reminder Log Tue 124 11 00 4M With wite and husband Solomon Jett Admin 4 4 nm F Reviewing your pipeline Navigate to the View Leads Page to review the leads in your pipeline The View Leads Page is the nerve center of Leads360 in terms of actually working leads You can take actions on leads set reminders and more from the View Leads Page Selecting groups of leads to focus on is done on the View Leads Page by filtering and sorting Use the Status Users and Campaign filters in combination with the From and To date fields to select groups of leads to focus on Clicking the column headers will sort the selected group of leads by that criterion Filtering
24. en the lead control menu Select Assign ENTERPRISE Reads Dashboard QC CS ta a View Leads Paul Dugani TridentSociety com Neptune Society SS SS ES ES CC N 100 Page Prev Sa of 38 E Sa Tas anman Ni Aribution Date Status Last Action Last Action Date User Campaign First Name Last Name State Zip Code Veteran Interested in Reef Options Check All i i L Sz eee NEw Morison Renee Robin Generated on the Sales Floor oe test LAST12 CA 11111 FALSE No l GEIB lands NEw Morison Renee Robin Self Generated Leads jay Ba LASTS CA 11111 FALSE No BAE Export Leads NEW Morison Renee Robin Generated on the Sales Floor tark TEST LAST4 CA 11111 FALSE No a eal E 1172309 4 14 PM NEW pes Renee Robin Generated on the Sales Floor Wayne TEST LAST20 CA 11111 FALSE No BAA 11 23 09 4 14 Phi NEw Dugan Paul Generated on the Sales Floor hark TEST LAST28 CA 11111 FALSE No BAA 11 22 09 4 14 PM NEW Dugan Paul Self Generated Leads Steph TESTLAST 24 CA 1111 FALSE No Sie 11 2009 3 25 AM NEw Burrage Sharon Self Generated Leads Don TEST LASTIG CA 11111 FALSE No BABAR 11 20 09 3 25 Atul NEw Dugan Tina Self Generated Leads Mery TEST LAST32 CA 11111 FALSE No BAR 11 2009 3 25 Aw NEw Reeder Jack Generated on the Sales Floor Tim TEST LAST36 CA 11111 FALSE No BAA Assi
25. fault selection is to use the existing lead as the parent which means The new lead data will be merged into the existing lead but the logs and information about how the lead has been worked will remain unchanged Note Where the system finds a discrepancy in any data field it will assume that the newer datum is the more accurate regardless of parenting You can also select an action to be taken on the lead when the duplicates are merged You may want to take an action that prepares the lead to be returned or that promotes the lead in the users queue Click the Merge Leads and Take Action button 30 Comparing Multiple Duplicate Curipare Dug cole ferreaill Compare New Lead with Existing Leads to Identify duplicates New Lead Existing Lead Syetem information ki SSbeSU kt bby Uinkwve Field Reterence Unique Fiski Reterence iby WE Dale Adai 9 509 11 56 AM Dale Avert JAWA 11 35 Ant Status New Ststus Mew Crnmaye _foCungans Compasiype ECan User Und caugnced User UnAccignes Cuslun hiiu restive Emai omyorrcil ggoncsknowicege com Emad myarrciiigvoncsimowicege com Fixi Nane Vesupire Firscl Nane Wimpie Lost Nome Y ockons Laz Name VY ockcnd rkkess 10 main st street Acdbess 1m main st street Cty Denver Cty Denver Sate CO Hate CO l ostal Code u11 Hostal Code Suit Craurtry IG Crertry G Ihonc SUS 64 346 hence SUS 94 0246 Preexams 4 Programs 7 Previous Educabonid 7 Previous E
26. gn Lead s ies Unassigned An assignment dialog with a list of the sales agents you can assign leads to will pop up To assign the oT name Sharon ie Dugan Paul tvtanager i Dugan Tina hw Fellows Raymond leads to a user just click the name Borage iw Genho Joyce Hutchinson Aan ive Johnston Gary i Lenhard Judith in Morrison Renee Robin ine Newkirk Charlie in Reeder Jack ine Stump Gary Ewe Wilson Lawrence Printing Leads Print Leads One at a Time You can print leads one at a time or many leads at once Printing one lead at a time On the View Leads Page click the blue E button associated with the lead you want to print ENTERPRISE Fe Dashboard CO a View Leads palfieri neptune plan com Neptune Society Included Statuses Fort Lauderdale x Atieri Paul i AI Campaigns T 3 24 2009 DA ra rei ei Een A ast Assignment Distrib jon Date Status Last Action Last Action Date User Campaign First Name LastName State Zip Code Veteran Interested in Reef ptions E 11 20109 6 25 AM NEW Afieri Paul Other John TESTLASTS FL M1111 TRUE No BEE 11 20 09 6 21 AM NEw Alfieri Paul Other John TEST LAST53 FL pun TRUE No BAE The Edit View Lead Page will load 1 2 3 4 L EA DS Online Support Logout Click the Options button Mouse over Export Lead Mouse over PDF Templates Select Lead Form V3 ENTERPRISE
27. ist up to a hundred per page You can assign leads from the View Leads Page by clicking the check boxes next to all the leads you want to assign LEADS v ENTERPRISE CO A a View Leads palfieri neptune plan com Neptune Society receiving leads ON ian ro ote ten rite ibi Last Action Last Action Date User Campaign First Name Last Name State Zip Code Weteran Interested in Reef Options 11 20 09 6 25 AM NEW Atieri Paul Other John TESTLASTS FL 11111 TRUE Ne BAR 11 20 09 6 21 AM NEW Aieri Paul Other John TESTLASTSS FL 11111 TRUE No BAR 117200006 17 fad NEW Afi Paul Other John TESTLASTION FL 11111 TRUE No BAFA NEW Alfieri Paul Other John TEST LAST149 FL 11111 TRUE No BAR 7 11 20 09 6 13 AM NEW Afieri Paul Other John TESTLASTIO FL 11111 TRUE No BAR Z 1122009 6 09 AM NEW Aieri Paul Other John TEST LAST245 FL MnO No BAR F 1120 09 6 05 AM NEW Aieri Paul Other John TEST LAST293 FL 11111 TRUE No Gal NEw Afieri Paul Other John TEST LAST341 FL 11111 TRUE No Gal ini hata NEW Afieri Paul Other John TEST LAST389 FL 11111 TRUE No BAR 11 20 09 5 53 AM NEW Afieri Paul Other John TEST LAST437 FL 11111 TRUE No BAR E 1172009 5 48 AM APPOINTMENT SET CALL SET APPOINTMENT 11 22 09 3 20 PM Aieri Paul Other John Jones FE PERII No BAF At the top of the selection column click the small box with the arrow on it to op
28. l iobile 1 First_aplnO_11 17 Atl snipleads360 its Work Phone 2862144726 Mobile Phone 1526502705 Select Service Prowider Pl EEE Prowider Fam 2201764707 werzon AT amp T Cingular Other Phone 2861543030 an Dialer Phone format WEK w a Position haster Hote Custom 1 Welcome Custom 2 Leads360 Custom 3 God Custom 4 Was Here Active W When you have finished making changes click the submit button 26 Submit Cancel Duplicate Management Function A lead is considered a duplicate when it refers to an individual already existing in your LeadManager account Different leads can have a lot of the same between two leads but are not duplicates Two different individuals could have the same address or even the same name but should not register in the system as duplicates Identifying duplicates can be more reliably performed by using information that is unique to a person such as social security number or email address When your system locates duplicate leads these are removed from the general queue and will not be distributed to users Duplicate leads will appear in the Duplicate Reconciliation Report To avoid false positives a user must either confirm or deny that the lead is in fact a duplicate lead i e referring to the same individual Duplicate Reconciliation Report Under the Reporting submenu Hover over Duplicate Reports and click Reconciliation Report Menu Leads Dashboard Da
29. look Calendar Reminder Dismiss upon Status Change Submit Cancel Note that there are two types of Reminder events Tasks and Appointments Tasks vs Appointments Tasks have a single due date time This type of reminder is a simple deadline and is suitable for events that do not span a predictable period of time For example Call Ms Williams to see if she has returned from vacation Appointments have both a start and end time This type of reminder is suitable for sales calls sit downs etc 18 Print Calendar Function The Dashboard calendar contains reminders that can be printed Users who work in the field can use the printed sheet of reminders as an appointment sheet The Print Calendar function allows the user to print all reminders for one selected day On your dashboard users first select the day they want print The calendar defaults to today s date Click the print button on the Reminders Day View section of the calendar Reminders Reminders for Tuesday December 15 2009 All Groups V All Users V Go 9 00 AM EY PastDue 9 15 AM to 10 00 AM Meet with Johnny Em John Smith 310 555 1212 New I Chris Kinnear E 3 Pending 9 30 AM Send out Appraisal Docs EJE Karl Willis 213 444 3333 In Process Chris Kinnear F 1 10 00 AM EY Complete 10 00 AM to 11 00 AM Meet with buyer GD Edna Jones 818 7 77 5436 New
30. mary Contact Info First Name hiddle Name Last Name Suffix Name Fddress City State Select w Zip Code Phone Attemate Phone Email Birth Date SSN Gender MO F Fge Veteran y On Significant Other First Name Significant Other Last Name Significant Other Age Interested in Reef F Interested in Insurance F Deceased Oy On Notes Referral Code When adding a new lead the first thing to remember is that all leads must be associated with a Campaign It may not be the first thing you think of when adding a lead to the system but the system 12 needs to know what is the source of the lead or its campaign Start by choosing the campaign you would like to associate with the lead S eadManager Edit Lead Internet Explorer provided by Dell 3 fos x GO EEF leads360 com Web LeadAddEdit aspx 8 halts x I Googe w Favorites 5g Im Leads360 Support Portal E L360 Admin Ta LeadManager Add Ed X cn ENTERPRISE e CS EE C m dd Lead Paul Dugan Trident Society com Neptune Society Campaign Miler Response Card x z z User Dugan Paul d Select Campaign Prey Le Generated on the Sales Floor Next Lead Options Intemet Generated Leads luiler Response Card Multimedia Other 1 Referral Self Generated Leads Television dmin Created Companion Admin Created Friend Floor Lead Self Generated Co
31. ntact ID Who Is this for Select Primary Contact Info First Name Middle Name Last Name Suffix Name Fddress City State Zip Code Ohana Next on the tabs where lead data is contained begin to fill in the lead information that you do have Contact information beneficiary information etc On the Main Tab you must also select what type of lead you are adding Type of Lead Created By Admin O Samin Created Companion _ Admin Crested Frend CO Floor Lead _ SeH Generated The options for type of lead are e Admin Created Companion e Admin Created Friend e Floor Lead e Self Generated To review lead data tabs refer to the Opening a Lead section of this manual 13 Click the save button at the top or bottom of the lead form to add the lead ENTERPRISE eT C Edit Lead palfieri neptune plan com Neptune Society Id 503 Date Added 1 PM Read Only i ifieri Paul Status NEW User Action Seet a Comment Deceased O Y On Svea ose Cancel You can now take actions on your lead set appointments and more For information on taking actions and setting appointments refer to the Dispositioning Leads section of the user manual 14 Setting an Appointment or Follow up Call Reminder for a Sales Rep How do do it Follow these steps to set an appointment 1 Take
32. oasort Shh pe eee EA HER a PASSAT We Visit several Web sites that were not displayed correctly or that were not working to see whether the problem is now resolved If this method worked and all Web sites are now displayed correctly and work correctly you are finished If it is not resolved please contact your IT support person or Leads360 technical support at 310 256 2950 x 0 35 Appendix B Disabling Pop up Blocker To allow Reminder Pop ups to Appear How to disable the pop up blocker on IE7 Close all Internet Explorer windows except one Click the Tools menu Click Pop up Blocker Click Turn Off Pop up Blocker Confirm by clicking the Yes button ee iS Te Google Windows Internet Explorer provided by Leads360 Inc go http google com wt Fie Edt View Favorites Tools Help Links C dmin JA L360Logn f Leads260 Help AA CFLA Customize Links PADP 2 L360 EXPRESS Help sparkroom Delete Browsing History Pop up Blocker Phishing Filter f Manage Add ons work Offline windows Update Full Screen Menu Bar Toolbars Diagnose Connection Problems Send to OneNote f 1 alir Google Search l m Feeling Lucky Hiemer opions 36
33. pearing first Click the other column headers to sort your leads by Name Campaign or other criteria Click the same column header again to toggle between ascending and descending sort order Submitting a Signed Contract When submitting signed contracts your sales reps have been instructed to take the action CONTRACT SUBMITTED TO ADMIN on the lead in Leads360 before physically submitting the contract Taking this action will move the lead into Pending Sale status If they fail to complete this step you will have to complete this step for them If you submit the contract without this step having being taken the contract will be returned to you Until you are sure your users are taking this step it is advisable to check that the lead is in the Pending Sale status before submitting it 10 Adding a Lead What is it and why do do it So far you have been learning about how to work with leads that have been assigned to you by someone else You can also add leads to Leads360 manually You will be most likely to add a lead using the following method with leads that are self generated someone who has walked onto the sales floor or who has been referred to you Some users may not be able to enter leads into Leads360 but do take written notes on self generated leads If this situation applies to you be sure to pass your notes to you office administrator so they can enter the lead into Leads360 for you There are several reasons wh
34. s Fron SI to BI 220 Esper Ta asa Tage i 1 ofi Id Unique Field Reference ID Date Added Campaign Duplicate Program Parent Lead Id Parent Lead Campaign 556838 9 8 2003 10 35 00 AM _ Campus email 556534 _ Campus 556637 3 6 2003 10 35 00 AM _ Canipus crimail 356654 _ Can pus SSRRAA QRPANA 1rsSsnn AM _ Campus email SARRIA Campan 556835 9 8 2003 10 35 00 AM _ Campus email 556534 _ Campus To un confirm leads that were mistakenly confirmed as duplicates click the Un Confirm link Unconfirm Duplicate Do you want to un confirm the child lead as a duplicate Child Lead Parent Lead System Information id 556839 ld 556834 Unique Field Reference Unique Field Reference IDX ID Date Added 9 6 09 11 36 AM Date Added 9 6 09 11 35 AM Status New Status New Campaign _ Campus Campaign _ Campus User UnAssigned User UnAssigned E Custom Information Emal mjarrek jonesknowledge com Email mjarreli jonesknowledge com First Name vampire First Name Vampire Last Name weekend Last Name vVeekend Address 101 main st street2 Address 101 main st street2 City Denver City Denver State CO State CO Postal Code 80112 Postal Code 80112 Country US Country US Phone 303 764 6246 Phone 303 764 8246 Programs 42 Programs 42 kai Previous Educstionid 7 Previous Education Id 7 Click the Un confirm button to terminate the duplicate relationship between the leads 33 Appendix A Compatibility Mode in Internet
35. shboard Reports Jortant and frequently used ir Lead Management Administration H Reporting H User Reports We ow Feature I Preferences t Group Reports Help t Campaign Reports H escription Lead Reports ear Your Clutter 4Hew Email Reports F bu can now use the new Sec d Duplicate Reports Reconciliation Report L Confirmed Duplicate Report e eee neers nae Custom Reports Batch Processing 27 Duplicate Reconciliation Report Running the Report Please select criteria above to run report Note that the default settings for this report include All Campaigns and All Duplicate Programs To get more targeted results you can choose combinations of individual campaigns and duplicate programs STE TET ooe crests ron M to MY Po Seer To Exca Page 1 off Hew Lead Id Unique Field Reference ID Date Added Campaign Duplicate Program Duplicate Count Options 556820 9 8 2008 10 36 00 AM _ Campue email 1 Compare Delete 556835 9 8 2008 10 35 00 AM _ Campus email 1 Compare Delete 556826 3 6 2009 10 35 00 AM _ Canpus eral 1 Cunmpeare Deele 556837 9768 2009 10 35 00 AM Campus email 4 Compare Delete 556838 94 2009 10 35 00 AM _ Campus email 1 Compare Delete Choose a date range within which you ll search the leads For example you could search for duplicate only among leads that entered the system between January 1 and January 31 Glick the Go button 28 Leads flagged as
36. sword Edit tty Reports Delete _ Johnston Gary gjohnston trident plan com On Enabled Fetive Unverified User Settings Roles Password Edit My Reports Delete Lenhard Judith jlenhard trident plan com On Enabled Active Unverified User Settings 1 Roles Password Edit My Reports Delete 25 The Edit User page will load Edit a user s contact information here Add Edit User First Name 1First_aplInd Last Name 1Last_apin Email 1First_apin0_11 17 At snipleads360 ms Email wobile 1 First_aplnO_11 17 Atl snipleads360 is Work Phone 2862144726 Mobile Phone 1526502705 Select Service Prowider leal Fam 2201764707 Other Phone 2861543030 Dialer Phone format xex me s Position faster Hote Custom 1 Welcome Custom 2 Leads360 Custom 3 God Custom 4 Was Here Active W Submit Cancel Note the pulldown menu next to the Mobile Phone field Click the arrow to expand the menu and select the user s mobile phone provider from the list When a sales rep is assigned a lead they will receive a text message alert with the leads First and Last name and phone number The lead data contained in the text message can be customized Entering the sales rep s mobile phone service provider is necessary to make sure the text messages sent by Leads360 reach the user Add Edit User First Hame 1First_apln Last Hame 1Last_apin Email 1First_apin0_11 17 4h snipleads360 ms Emai
37. t of leads Use the checkboxes on the left to take leads L J A D S Help Online Support Logout ENTERPRISE ia Qa a Pull Preview Distribution sys leads360 com Neptune Society receiving leads ON Quota Unlimited You may take up to 6386 leads at this time Search Pull Leads in Client ID v Leads 6386 100_Page lt Prev 1 of 64 a Location ID Campaign State Zip Code First Name Last Name Options F 24 Mailer Response Card CA 96145 Gerald Skalinder Take Lead F 24 Mailer Response Card CA 95619 Adrian Belkin Take Lead F 24 Mailer Response Card CA 95682 Robert Keller Take Lead F 24 Mailer Response Card CA 95667 Patrick Finnegan Take Lead F 24 Mailer Response Card CA 95966 WW VVorman Take Lead E 24 Mailer Response Card CA 95965 Gerda Stowell Take Lead P 24 Mailer Response Card CA 95966 Ruth Kelly Take Lead F 24 Mailer Response Card CA 96161 Bruce Douglass Take Lead E 24 Mailer Response Card CA 95965 Fay Engelage Take Lead F 24 Mailer Response Card CA 95667 John Tregea Take Lead F 24 Mailer Response Card CA 95966 Dennis Corbaley Take Lead Go to your View Leads page find these leads should be at the top and Assign these leads out just as you would assign any other leads 24 Managing your team s contact information Open the Main menu and click Manage Users on the Administration submenu ENTERPRISE Menu sads __ IERE EI b Paul Dugani
38. ternet Explorer 8 ccccccssccccesececeseceeeseeeeessceceeecetsneeeneness 34 2 Appendix B Disabling Pop up Blocker To allow Reminder Pop ups to Appeal ccccscceeeeeeeees 36 Managing Leads in Leads360 Logging In First you ll need to log in Type m leads360 com into the address bar of your browser and press the enter key To log in type in your username and password into the login fields For new accounts the default password is 1234 Pesecntt Loginto LEADS Which browsers can you use Leads360 fully supports Internet Explorer 7 Mozilla Firefox 3 0 and 3 5 You may also use Internet Explorer 8 see Appendix A for instructions Google Chrome 3 or Safari but these browsers may require some assistance with initial setup Assigning leads When you log in the first page you will see is the dashboard To navigate to your leads click the Leads Tab LEA EER PRISE SEPEREN a Dashboard palfieri neptune plan com Neptune Society There is currently no message from the Administrator y Calendar 4 November 2009 gt Reminders for Tuesday November 24 2009 Al Groups gt Afien Paul Su Mo Tu We Th Fr Sa Hour Time Title Lead Status User Options a 8 OM 25 26 27 28 29 30 31 9 AM 1 2 3 5 6 7 10 OM 10 11 12 1 14 ore 12 PM f 16 17 18 19 20 21 1 PM 23 25 26 27 28 2PM 3 PM ny 1 2 3 a fa 4PM The View Leads Page displays all the leads in your database in a l
39. the Action CALL SET APPOINTMENT Review the User Manual section Dispositioning a Lead How do I do it to learn how to take an action When you select the action CALL SET APPOINTMENT from the Action Pulldown the Add button will become inactive and the form will expand to include an Add Reminder section Log for Lead Lead Identifier Entries 3 Action v Add Reminder Comment Add Reminder User v Title Description Date Time 12 16 2009 2 M Miu Alert Me By Popup Email Text SMS 15 Minutes V before start Date Time Create Outlook Calendar Reminder Dismiss upon Status Change Take Action amp Add Reminder Cancel All Log Entries Actions Only Logs Only Reminders Entry Comment User Date Call Attempt will call back Chris Kinnear Tue 12 8 09 5 54 PM Call Attempt will call back Chris Kinnear Tue 12 7 09 9 23 AM Close Window 15 The reminder you add will be automatically added to your printable calendar on the dashboard and will have the first and last name of the lead as well as the phone number Use the Add Reminder dialog to add additional information about the appointment od leone 2 Give the reminder a title and enter a Lead John Smith 310 25
40. y it is important to add your self generated or referral leads into Leads360 First once the lead is in your system you will benefit from Leads360 workflow organization prioritization and automation The benefits of these aspects of Leads360 are discussed in the Dispositioning a Lead section of this manual Secondly when the lead is added to the system and assigned to you it belongs to you So if the lead later responds to a mailer or applies on the internet it will still be assigned to you If you have not added the lead to Leads360 when they apply again they can be distributed to another sales agent Adding a Lead How do I do it Mouse over the Menu tab to reveal the main menu On the Lead Management submenu select Add New Lead LEADS ENTERPRISE Leads Wew Leads Paul Dugan Trident Society com Neptune Society Add New Lead T SS CO Prev 1 of 7p Mena Sy Situ Last Aetion pa len sae Campaign First Name Last Name Sate City BE Phone Veteran Z Options tana 720 PM Spooner a Mein Genemed Sharon Ack CA loomis tee IE tre 6 54 PM contacteo mere Use Oniy aneno Froneaek Me icir RALPH DERBY CA POLLOCK 05728 ED y Te E BAB 12108109 5 41 PM new SONL EMTED JARROD Lenhard Mdth Oamermted Sharon Ferguson CA No ghd 05000 Pago GAR 122809 4 01 PM NEw tarhard suden Maer o us GUSTAFSON CA ATA asmo 2 o OBAR F tarema 401 PM CONTACTED CALL ASKED FOR aema _Fronerek Mae cad JOHNNY MA
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