Leads - Edit
From theReading modeVarious actions can be triggered during a lead.
Change Edit
About the symbol
The editor of the lead can be changed. Hereby transfers responsibility for the lead to the assigned person.
Write message
The function will be separatelyDescribed.
Add note
With a note theLead communicationSupplemented a note.
In principle, the due date must also be updated:
Call
Either directly via the Customers and Source area inReading modeor via the action button, a call to the customer can be started.
Close request
A lead can be closed via the smartphone app. A reason for completion must always select.
Related Articles
Leads - Completion
In the area of completion canCompletion of LMS inquiries / leadsthe final reasons are processed. The system-side completion reasons can be viewed, provided with their own name if necessary and also hidden for use: Further completion reasons can be ...Leads Pane generally
About the Leads paneLeads as configured in Car Manager− be called and also edited. The settings of theLead Managementor fromSources,Escalations,User and Supervisor Settingsapply accordingly. In the list directly visible the following information are: ...Leads - Create New
Both from the rangeContactsvia the symbolas well as in the areaLeadsvia the buttonA new lead can be created. From the Leads pane, you always jump to the Contacts area takes place. The lead creation starts with selection- this opens the mask of the ...Leads - Email template
In the Leads E-Mail Template section, contents of the e-mails can be defined, which are sent to interested parties upon receipt of a request / lead or when answered. The content is divided into different blocks: Header graphics The header graphic is ...Items of the homepage
The individual elements of the homepage can be displayed and hidden or moved at your sole discretion. The data of the items can be updated by dragging down. At the end of the homepage there is a quick jump in the form of a plus character: After ...