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 non-leads/other contacts as they come into the system.
There are four possible Lead Categories: Lead, Client, Non-Client Lead, and Pending.
When a contact comes into the system through a web form, it will automatically be placed in the Pending category. This was designed to be a temporary category to hold web form contacts before they are sorted. Contacts under this category will not be counted towards your F numbers. This category can be changed once you/the Care Coordinator have more information on how to assist that individual.
Contacts can be sorted into the Lead category if you (or the Care Centre) verify that they are looking to buy tutoring for themselves or somebody else (even if they don't book a consultation right away). This category will affect your F numbers.
Conversely if you come across a contacts not looking to buy tutoring services, ex. a web lead comes in as Pending, but it’s a tutor inquiry or spam – franchisees can sort them into the Non-Client Lead category so that they do not affect your F numbers.
The contact or lead is automatically updated by the system and placed into the Client category once they purchase an enrollment.
Leads and Non-Client leads can both be managed/accessed from the Leads screen:
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