Leads Introduction

Leads are not Service Orders. They are opportunities for you to work directly with the Customer to arrange appointments, scope/quote potential opportunity, and earn their business. It is important that you contact the customer on NEW Leads immediately and schedule Service Appointments.

1. ServiceLive Dashboard – Lead Order Statistics:
   • Active Leads = Leads that are in New, Working or Scheduled statuses.
     • New = Leads that have just been received and require action. It is important to contact Customer as soon as possible.  Doing so within 5 minutes of receiving Lead will give Provider Firm a better chance of earning their business.
     • Working = Leads where an attempt to contact the Customer has occurred but Provider Firm still needs to contact Customer to schedule appointment.
     • Scheduled = Leads that have an appointment with Customer scheduled.
   • Inactive Leads = Leads that are in Completed, Canceled, and Stale.
     • Completed = Leads where service has been performed and completed.
     • Canceled = Leads that have been canceled by Provider or Customer.
     • Stale = Leads on which action has not been taken for 22 days or more.
       Note: Number indicates the number of Leads in each status.  To access Leads, click on number next to that status OR from click on Leads Management Tab.
       
   • Total Leads = Total number of Lead opportunities Provider Firm received.
   • Conversion Rate = Number of Leads completed out of number of Leads received.
   • Response = Time elapsed from receiving Lead to responding.