Respond to New Leads

  1. Navigate to New tab:
    • Click on New link from ServiceLive dashboard.
    • OR click on    tab.
    • Click on    tab.
    • All your New Lead Opportunities will display.
  2. View Lead Opportunity Details:
    • Lead Contact Name
    • Lead Service Request Id #
    • Lead Contact Phone Number
    • Service Order Details
    • Flag (Same Day, Urgent or No Flag): Do not miss this opportunity!
    • Date and Time Lead Service Request Posted: This is just a preferred timeline, you can always discuss this with the customer.
    • OR click button  button to view more details.  to view more details.
    • Lead Name and Contact Information
    • Lead Service Request Id #
    • Date and Time Lead Service Request Posted
    • Lead Info
    • Lead Status
  3. Call Customer – Customer is Available:
    Note: If customer is not available skip to step 5.

    • Click on    button.
    • Lead Opportunity Details:
      • Lead Contact Name
      • Lead Contact Phone Number
      • Lead Project and Skill
    • Click on    tab to indicate that the customer was available.
    • Click on    or    button to indicate if work still needs to be done.
    • Click on drop down arrow labeled “Outcome of the call” and select appropriate choice.
      Note: Drop down choices will vary depending on if work still needs to be done.
    • Click on    button.
    • Lead Opportunity will now be marked as a Working Lead and can be found in the Working Tab via Dashboard or Leads Management Tab.
      Note: If you select “Scheduled appointment for site visit”, you will automatically be prompted to enter the scheduled visit appointment date you set up. Skip to step 6 for more details.
  4. Call Customer – Customer Not Available:
    • Click on    button.
    • Lead Opportunity Details:
      • Lead Contact Name
      • Lead Contact Phone Number
      • Lead Project and Skill
    • Click on    tab to indicate that the customer was available.
    • Click on drop down arrow labeled “Select an outcome” and select appropriate choice.
    • Click on    button.
    • Lead Opportunity will now be marked as a Working Lead and can be found in the Working Tab via Dashboard or Leads Management Tab.
  5. Schedule Appointment:
    • Click on    button.
    • Click in field labeled “Date” and select appropriate Service Appointment date.
    • Click on first drop down arrow labeled “Time Window” and select appropriate beginning time for Service Appointment.
    • Click on second drop down arrow labeled “Time Window” and select appropriate ending time for Service Appointment.
    • Click appropriate button to select reason for Service visit.
    • Click on    button.
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