Do we lose any functionality in BANG if we do not use the “Book a Consult” step or the "Add Consult Report” step as we move a lead to client?
You do not lose any specific functionality in the system if you do not book a consultation and/or fill out a consultation report. However, not inputting a consultation into the system will affect the accuracy of your F2 and F3 reporting.
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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 ...
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 statuses & when to use
Status Process When to use it New Lead - No Action Yet Automatic Default for web lead or adding a new lead Consultation Booked Automatic When the consultation is booked in the calendar Consultation Rescheduled and Booked Automatic When the consult is ...
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 ...