Lead Received - Definitions and purpose

• Related Articles

• 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 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 ...

• BANG Lead Source Tracking Improvements

  We have chosen to improve these features for the following reasons: - Standardized lead source naming is foundational to expanding the ability to generate business insights  Standardization and automation will reduce manual work for franchisees ...

• 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