История страницы

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

Access the View Lead Page

Якорь
View Lead Page View Lead Page

1. From the Ubersmith Dashboard, click Sales.
   Image RemovedImage Added
   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.
   Image RemovedImage Added
   The Edit Lead page appears.

3. Make any necessary updates.

   Информация
   icon false title Note
   If you need to change the lead's email address, you must first provide your current passwordpassword in the Address & Contact Information section.

   
   

4. Click Save.
   Image RemovedImage Added

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 invoicesthat lead from the Leads page, but any associated opportunities will remain.

1. Access the View Lead page.
2. From the View Lead page, click Deactivate Lead.
   Image RemovedImage Added
   The Deactivate Client page appears.
3. Click Deactivate Client.
   

Reactivating Leads

1. Either search for the deactivated lead through the Search section or the Sales Dashboard, Open Opportunities section.
   Image Added
2. Click on the lead’s name.
   Image Added
   The View Client page appears.
3. Click Reactivate Client.
   Image Added
   The Reactivate Client page appears.
4. Click Reactivate Client.
   Image Added
   The View Lead page appears.

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.
   
   
   

Related Topics 

Якорь
Related Topics Related Topics

Adding Leads