Filtering to Find your Completed Consultations

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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 ...

• 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 ...

• 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 ...

• Lead to Consultation

  If you found this video helpful, check out these other resources! Bulk Uploading Leads Adding a Campaign Leveraging campaigns on BANG with Byron Zahm Completing a Consultation Report