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Once you have created a lead, you can perform various actions on it.

 

Access the View Lead Page

  1. From the Ubersmith Dashboard, click Sales.

    The Sales Manager Dashboard appears.
  2. From the Sales Manager Dashboard, click View Leads.

    The Leads page appears.
  3. Click the ID link of the lead you want to manage.

    The View Lead page appears.

Editing Leads

  1. Access the View Lead page.
  2. From the View Lead page, click Edit Lead.

    The Edit Lead page appears.
  3. Make any necessary updates.
  4. Click Save.

Deactivating Leads

If you deactivate a lead, you will remove any queued charges. Reactivating a client will not restore deactivated services, credits, queued charges or invoices.

  1. Access the View Lead page.
  2. From the View Lead page, click Deactivate Lead.

    The Deactivate Client page appears.
  3. Click Deactivate Client.

Converting Leads to Clients

You can convert a lead to a client at any time. When a service is sold, the Order Manager converts a lead to a client when the order’s Provision Client order action is run.

  1. Access the View Lead page.
  2. Click Edit Lead.

    The Edit Lead page appears.
  3. Click the Account Info tab.
  4. From the Account Info tab, in the Status field, select Active.
  5. Click Save.


 

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Related Topics 

Adding Leads