Step-by-Step Guide for Managing Leads

  • Elizabeth Galindo |
  • 0 step |
  • 3 minutes
  • FloorzapFloorzap
  • AmazonawsAmazonaws
Navigate to your Floorzap site
Click "Leads"
Choose The Lead
Click "Details"
"Notes" Tab
Click "Select Note Type"
Select What Type of Note You'd Like to Enter
Add Note Subject
Enter Note And Save
"Interaction" Tab
Click "Add New"
Click "Select Interaction Method"
Select Interaction Status
Select Follow Up Date if Desired
Check Add Follow-Up Task if Desired
Enter Any Notes
Click "Save"
Managing Samples, click on the "Samples" Tab
Click to Add Sample Checkout or Return
Click the "Search for product by name, number or color" field.
Enter Sample Notes if Desired
Select Sample Status
Click "Save Sample"
Managing Lead Tasks, click on the "Tasks" Tab
Add New Task
Enter Task Name
Select Task Type
Select Task Start Date/Time & End Date/Time
Choose Employee to Assign Task To
Choose If/When to Notify Customer and Employee
Enter Task Comments if Desired
Click "Save Task"
Managing Lead Emails, click on the "Emails" Tab
Click "Compose & Send Email"
Managing Lead SMS Messages, click on the "SMS" Tab
Click "Send SMS"
Managing lead documents, click on the "Documents" Tab
Click "Upload" to add new documents to this tab
Click this file field.
Name The File
Click "Upload"
Click "Lead Documents" to View Attachments
View Attachement
View of Attachment
Managing lead contacts, click on the "Contacts" Tab
Click "Add New Contact" to Add Any Additional Contacts Under This Lead
Click "Save Contact"
"Addresses" Tab - Enter Any Addional Addresses Under This Lead-Investment Properties, New Builds, etc.
Click "Add New Address"
Choose The Contact For This New Address
Type in the address
Click "Save"
"Measurements" Tab
View Existing or Add New Measurements
Click the "Measurement Name" field.
Type in the name of the measurement
Click "Get Measurements"
Select Floor
Select Area
Select Service
Click "Add Cut/Measurement"
Enter Area Dimensions and Click OK
Click "Next Area" And Add Additional Areas/Measurements If Needed
Click "Save Area Details"
Click "Quotes" to View Existing or Add New Quotes
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