Step-by-Step Guide for Managing Leads
Elizabeth Galindo
66 steps
3 minutes
Floorzap
Amazonaws
1
Navigate to your Floorzap site
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Click "Leads"
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Choose The Lead
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Click "Details"
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"Notes" Tab
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Click "Select Note Type"
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Select What Type of Note You'd Like to Enter
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Add Note Subject
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Enter Note And Save
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"Interaction" Tab
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Click "Add New"
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Click "Select Interaction Method"
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Select Interaction Status
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Select Follow Up Date if Desired
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Check Add Follow-Up Task if Desired
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Enter Any Notes
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Click "Save"
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Managing Samples, click on the "Samples" Tab
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Click to Add Sample Checkout or Return
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Click the "Search for product by name, number or color" field.
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Enter Sample Notes if Desired
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Select Sample Status
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Click "Save Sample"
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Managing Lead Tasks, click on the "Tasks" Tab
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Add New Task
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Enter Task Name
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Select Task Type
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Select Task Start Date/Time & End Date/Time
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Choose Employee to Assign Task To
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Choose If/When to Notify Customer and Employee
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Enter Task Comments if Desired
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Click "Save Task"
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Managing Lead Emails, click on the "Emails" Tab
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Click "Compose & Send Email"
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Managing Lead SMS Messages, click on the "SMS" Tab
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Click "Send SMS"
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Managing lead documents, click on the "Documents" Tab
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Click "Upload" to add new documents to this tab
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Click this file field.
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Name The File
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Click "Upload"
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Click "Lead Documents" to View Attachments
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View Attachement
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View of Attachment
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Managing lead contacts, click on the "Contacts" Tab
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Click "Add New Contact" to Add Any Additional Contacts Under This Lead
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Click "Save Contact"
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"Addresses" Tab - Enter Any Addional Addresses Under This Lead-Investment Properties, New Builds, etc.
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Click "Add New Address"
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Choose The Contact For This New Address
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Type in the address
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Click "Save"
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"Measurements" Tab
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View Existing or Add New Measurements
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Click the "Measurement Name" field.
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Type in the name of the measurement
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Click "Get Measurements"
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Select Floor
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Select Area
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Select Service
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Click "Add Cut/Measurement"
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Enter Area Dimensions and Click OK
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Click "Next Area" And Add Additional Areas/Measurements If Needed
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Click "Save Area Details"
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Click "Quotes" to View Existing or Add New Quotes
