LeadPerfection

General

Prospect info

Mrs. Connie Consumer

Mr. Mike Consumer(Spouse)

123 Main Street
Greensboro, NC 27412
(516) 759-3334 (Primary)
(212) 546-7130 (Work)
connie123@gmail.com

Co-Owner

Leads: Full New Lead

Record 1

Select
Prod ID Windows
Product Windows
Market 550
Dist
Entry Date 04/09/16
Dispo Sale (WIP)
Curr Appt Mon 04/11/16 3:00 PM
Rank Prime
Source Mailer
ValCode
Store/Event Solo Mail (Phone Resp)
Promoter
Call Queue Sale
Queue Desc

Appointment1
Sales Rep:
Product 1:
Source:
Source-Sub:
Rank:
Call Queue:	Data
Queue Desc:	Data - New

Script

Record 2

Select
Prod ID Windows
Product Windows
Market 550
Dist
Entry Date 04/09/16
Dispo Sale (WIP)
Curr Appt Mon 04/11/16 3:00 PM
Rank Prime
Source Mailer
ValCode
Store/Event Solo Mail (Phone Resp)
Promoter
Call Queue Sale
Queue Desc

Appointment2
Sales Rep:
Product 1:
Source:
Source-Sub:
Rank:
Call Queue:	Data
Queue Desc:	Data - New

Script

Appointment

1 - Consumer, Connie

Lead Info:

Entry Dt:23/03/2017
Product:ABC
2nd Product:XYZ
3nd Product:ABC
4nd Product:ABC
Grade:B
Sales Rep:ABC
Sales Rep 2:ABC
Inbound Ph#:#123
Me123
Owner: MeName
Market:Market Name
Districtxyz

Current Appointment Settings

Entry Dt:23/03/2017
Product:ABC
2nd Product:XYZ
3nd Product:ABC
4nd Product:ABC
Grade:B
Sales Rep:ABC
Sales Rep 2:ABC
Inbound Ph#:#123
Me123
Owner: MeName
Market:Market Name
Districtxyz

Calls

1 - Consumer, Connie

Record 1

Date 05/25/16 05:57PM
Result NG
Description No Good
Phone (444)444-4444
Caller Quentin, Joseph
Call Type Data

Record 2

Date 05/25/16 05:57PM
Result NG
Description No Good
Phone (444)444-4444
Caller Quentin, Joseph
Call Type Data

Callbacks

1 - Consumer, Connie

Record 1

Callback Date 05/25/16 05:57PM
Employee NG
Type No Good
Phone (444)444-4444
Complete Quentin, Joseph
Specific Time Data
Notes Data
Entered By Data
Date Entered Data
Updated By Data
Updated On Data

Record 2

Callback Date 05/25/16 05:57PM
Employee NG
Type No Good
Phone (444)444-4444
Complete Quentin, Joseph
Specific Time Data
Notes Data
Entered By Data
Date Entered Data
Updated By Data
Updated On Data

To Do

Record 1

Type 05/25/16 05:57PM
Workgroup NG
Employee No Good
Due Date
Notes
Entered Data
Entered By Data
Completed Data
CompletedBy Data

Record 2

Type 05/25/16 05:57PM
Workgroup NG
Employee No Good
Due Date
Notes
Entered Data
Entered By Data
Completed Data
CompletedBy Data

Nearby

1 - Consumer, Connie

Record 1

Market
Zip 27412
Radius 150
From 06/07/2016
To 06/14/2016
Cnf Only

Record 2

Market
Zip 27412
Radius 150
From 06/07/2016
To 06/14/2016
Cnf Only

Sales

1 - Consumer, Connie

Record 1

Contract Date2 04/11/2016
Job #
Product Windows
Status ReleToProd
Gross $ 2,100.00
Select

Record 2

Contract Date3 04/11/2016
Job #
Product Windows
Status ReleToProd
Gross $ 2,100.00
Select

Notes

1 - Consumer, Connie

Record 1

ID 26757
Entered On 4/10/2016 9:41:36 AM
Entered By Barton, John
Updated On 4/10/2016 9:41:36 AM
Updated By Barton, John
Notes This is a test and training record 1.

Record 2

ID 26757
Entered On 4/10/2016 9:41:36 AM
Entered By Barton, John
Updated On 4/10/2016 9:41:36 AM
Updated By Barton, John
Notes This is a test and training record 2.

Email

1 - Consumer, Connie

You must select a lead from the General tab in order to manually generate emails for this prospect.

Sent Email:

Record 1

Date Sent 4/10/2016
Sent By Name
Category
Template
Filter

Record 2

Date Sent 4/10/2016
Sent By Name
Category
Template
Filter

Received Email:

Record 1

Date Sent 4/10/2016
Sent By Name
Category
Template
Filter

Record 2

Date 4/10/2016
Received Name
Sent
Status

Docs

1 - Consumer, Connie

Select File Change Remove

Record 1

DocDate 4/10/2016
Doc Type
Descr
Notes
View
Edit

Record 2

DocDate 4/10/2016
Doc Type
Descr
Notes
View
Edit

Contact Detail

Lead Detail

Prospect info

Name Section

Address Section

Mailing Address Section

Phone Section

Directions

Builder/DNC Status

Status

DNC Waiver

Name Section

Primary Contact

Address Section

Primary Address

Mailing Address / email

Opt In

Phone Section

DNC	Call Opt In	Text Opt In

Directions

Lead / Appointment Info

Prod ID		Entry Date	Product	Dist	Dispo	Curr Appt	Market	Rank	Source	ValCode	Store/Event	Promoter	Call Queue	Queue Desc	Script

User Fields

Sub Tables

Property

Most Recent Call

Open Callbacks

Open To Do Items

Prior Sales

Notes

Email / Text

Documents

Property

	Attribute	Value(s)
	Material	Material:
	Home Age	Home Age: 0 - 10 Years
	Marital Status	Marital Status
	Structure	Structure
	Employment	Employment
	Age Range	Age Range
	Satisfaction	Satisfaction
	New Project Soon?	New Project Soon?
	Other Products	Other Products
	Company Type	Company Type

Calls

	Date	Code	Call Result	Phone	Caller	Call Type
	05/25/16 05:57PM	NG	No Good	(444)444-4444	Quentin, Joseph	Data

Callbacks:

	Callback Date	Assigned To	Type	Phone	Complete	Specific Time	Notes	Entered By	Updated By

To Do

	Type	Status	Priority	Assigned To	Due Date	Notes	Entered	Completed

Nearby

Market	Zip	Radius	From	To	Cnf Only

Sales

Contract Date	Job #	Product	Status	Gross $	Select

Notes

		Note	Category	Entered	Updated

Message Templates

Select a specific lead from the LEAD INFO section for additional emails for this prospect.

Email Templates

Letter Templates

SMS Texting Templates

Email History

Date Sent	Sent By	Category	Template	Filter

Text History

Date:	Received:	Sent	Status

Documents

Filter: Format:

Drag and drop a file or click here

Current Appointment Info
Appointment Dt: Out of Area	Date:
10am 12pm 2pm 5pm
Length of Appointment:	Length of Appointment:
Follow-Up Dt:	Follow-Up Date:
Current Disposition:	Current Disposition: New Appt
Data	Data
Set Me	Set Me
Verified Me	Verified Me
Confirmed Me	Confirmed Me
Other	Other
Go To Presentation	Issue Un-Issue

USER FIELDS
xxx	zzz
xxx	zzz

ADDITIONAL USER FIELDS
xxx	zzz
xxx	zzz


OK to Leave Message

Lead Info
Entry Dt:	Entry Dt:
Product:	Product: Qty:
2nd Product:	2nd Product: Qty:
3rd Product:	3rd Product: Qty:
4th Product:	4th Product: Qty:
Grade:	Grade:
Sales Rep:	Sales Rep:
Sales Rep 2:	Sales Rep 2:
Inbound Ph#:	Inbound Ph#:
Promoter: Me	Promoter:
Owner: Me	Owner: Me
Market:	Market: Transfer Home:
Source:	Source#:
Source-Sub:	Source-Sub:

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Mrs. Connie Consumer

Mr. Mike Consumer(Spouse)

Co-Owner

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

Sent Email:

Received Email:

1 - Consumer, Connie

Contact Detail

Lead Detail

Prospect info

Lead / Appointment Info

User Fields

Sub Tables

Property

Most Recent Call

Open Callbacks

Open To Do Items

Prior Sales

Notes

Email / Text

Documents

Property

Material:

Home Age:

Marital Status

Structure

Employment

Age Range

Satisfaction

New Project Soon?

Other Products

Company Type

Calls

Callbacks:

To Do

Nearby

Sales

Notes

Message Templates

Email History

Text History

Documents

Drag and drop a file or click here

Custom

General Settings

System Settings

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