After I receive or input the general customer information, how do I keep track of the unprocessed leads?
Leads are tracked through the Lead Index (Leads Page), as well as through email alerts: 1. Icons on the Lead Index distinguish between brand new leads (closed envelope, bold text, red exclamation point), existing leads with new correspondence from the consumer (closed envelope, bold text, WITHOUT red exclamation point), leads that have been read, but not responded to (open envelope, normal text), and leads that have been read and responded to (no icon, normal text). 2. 2. The Lead Index shows which leads have a Next Action scheduled, as well as the time and date of the Next Action. 3. The Internet Manager can configure email alerts for any missed action on a lead.
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- After I receive or input the general customer information, how do I keep track of the unprocessed leads?
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