Lead to Consultation
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Completing a consultation report
A consultation report summarizes what happened in the consultation with your client. It should look familiar to you because it follows the Recommendation for Success form. To complete a consultation report, follow these instructions: In the upper ...Adding a lead
To add a lead: In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears Click Add a Lead from the left panel In the BASIC INFORMATION Section fill out the following: Channel: The source of how the lead was generated Lead ...Adding a campaign
Follow these steps to add a campaign: 1. In the top menu, click on Lead to Consult > Campaigns. The list of your saved campaigns appears. 2. Click Add a Campaign from the left panel 3. In the CHANNELS section, select the appropriate channel along ...Booking a consultation
In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS. Click on the Pencil Icon if you need to make edits to the lead form Click SAVE Click on the Calendar icon to book a consult You are now looking at the SHARED ...Lead Categories - how are they used?
On the ADD A LEAD page, in the BASIC INFORMATION section, you will find a new field in BANG - the Lead Category. This was developed to increase the accuracy of your F numbers (once dashboards are available) by providing the option to sort leads from ...