Step-by-Step Guide for Managing Leads | Scribe

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
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