Training Guide¶

The objective is to set appointments for the salesperson; this moves FR Leads into FR Sales.

How to use the Recall List¶

Only show leads with a previous call that have a recall date.

How to use Recall from Notes¶

Similar to Recall Lead List but only searches notes. Only searches status 1000 at this time.

How to use Call New Leads¶

Only show leads with no recall date or no previous notes taken.

How to use Leads by Status¶

Show leads by status code. Make calls by Assignment Date.

How to use Leads¶

Leads brought in by various methods of marketing based on Lead Source entries.