Disposition Your Leads

  1. Complete Order:
    • Click on    button.
      Note: This screen may look different depending on if you have or have not assigned a Service Pro.
    • Click on field labeled “Date” and select appropriate date.
    • Click on field labeled “Time” and select appropriate date.
    • Click on drop down arrow labeled “Provider that did the work” and select appropriate choice.
    • Click on field labeled “Parts” and enter appropriate fee.
    • Click on field labeled “Labor” and enter appropriate fee.
      Note: Parts and Labor are NOT required fields.
    • Click in Comments field and enter any appropriate comments.
    • Click on    button.
    • Completion details display and can be found in the Completed Tab via Dashboard or Leads Management Tab.
  2. Mark Lead as Inactive (Cancel):
    • Click on    button.
    • Click on drop down arrow labeled “Select a Reason” and select appropriate choice.
    • Click on    button.
    • Lead Opportunity will now be marked as a Canceled Opportunity and can be found in the Canceled Tab via Dashboard or Leads Management Tab.
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