Viewing and Editing Leads The Leads section provides the functionality to manage Leads, communicate with them, track meetings, and manage Sales Folders. Management of...
How to Use the Leads Board The system allows for the option of two leads views, as follows: List View Shows the list of Leads. Board...
Sales Folders Creation of a new Lead requires creation of a Sales Folder. The Sales Folder is a place where you can...
How to Reassign a Lead to Another Salesperson Documents and communications sent to leads are sent from the salesperson the lead is assigned to. By default, a salesperson...
How to Produce a 1st Contact Letter If you have not sent the 1st Contact Letter during the Sales Folder creation, you can send this email type...
How to Produce an Authority to Proceed Letter The Authority to Proceed letter can be sent manually through the system if you choose not to use the automatically...
How to Complete a Sale Once you have a Signed Quote and Authority to Proceed, you need to complete a sale in the system. Note...
How to Create a DPP Job Deposit/Pending/Preliminary (DPP) Jobs are a special type of Jobs that allow you to deposit monies prior to the sale being...
Best Practices for Managing Leads New Home Consultants should follow the sales workflow process while managing new leads. This detailed process encompasses all aspects of...
Activities Managing your sales pipeline is important because it allows you to have a clear view of the current status of...
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