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
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.
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.
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.