lead
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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lead [2018/03/08 14:31] brittany |
lead [2019/02/15 22:00] brittany |
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| Line 76: | Line 76: | ||
| * contact emailed | * contact emailed | ||
| * property viewed | * property viewed | ||
| + | * scheduled a showing | ||
| * manual | * manual | ||
| * called | * called | ||
| Line 85: | Line 86: | ||
| * contract accepted | * contract accepted | ||
| * note | * note | ||
| + | |||
| + | A lead needs to have an account in order to **schedule a showing**. If the lead doesn't have an account and clicks the "Schedule Showing" button on a property detail page, they need to fill out the sign up form first and then when they click it again and fill out the schedule, the activity will show up in the activity section of the lead's detail page. | ||
| + | |||
| + | {{::scheduleshowingactivity.jpg?700|}} | ||
| The manual activity types can be created from the //Lead Detail// page. To do so, make sure the **Activity** tab is selected. Then fill in the three fields and click the //Save// button. | The manual activity types can be created from the //Lead Detail// page. To do so, make sure the **Activity** tab is selected. Then fill in the three fields and click the //Save// button. | ||
lead.txt ยท Last modified: 2020/05/28 20:24 by michaels
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