20. Lead Management Training Guide - Version 1
    20. Lead Management Training Guide - Version 1

20. Lead Management Training Guide

Version 1
Printed on June 05, 2020    
20. Lead Management Training Guide - Version 1
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20. Lead Management
20.1 Getting Started

20.2 Generate Lead Alert

20.3 Maintain Alert Templates

20.4 Maintain Features (Corporate)
    20.4.1 Reviewing/updating existing corporate feature
    20.4.2 Setting up a new corporate feature

20.5 Maintain Features (Division)
    20.5.1 Reviewing/updating existing feature at the divisional level
    20.5.2 Viewing a list of all features

20.6 Maintain Heard From (Corporate)
    20.6.1 Reviewing/updating existing source of referral
    20.6.2 Setting up a new source of referral

20.7 Maintain Heard From (Division)
    20.7.1 Reviewing/updating existing sources of referral at the divisional level
    20.7.2 Viewing a list of all sources of referral

20.8 Maintain House Model Types (Corporate)
    20.8.1 Reviewing/updating existing house model types
    20.8.2 Setting up a new house model type

20.9 Maintain House Model Types (Division)
    20.9.1 Reviewing/updating existing house model types at the divisional level
    20.9.2 Viewing a list of all house model types

20.10 Maintain House Size Sets

20.11 Maintain Lead Alert Detail

20.12 Maintain Lead Eblast

20.13 Maintain Lead Inquiry

20.14 Maintain Lead Ratings (Corporate)
    20.14.1 Reviewing/updating existing lead ratings
    20.14.2 Setting up a new lead rating

20.15 Maintain Leads
    20.15.1 Reviewing/updating existing leads
    20.15.2 Setting up a new lead

20.16 Maintain Lead Sources (Corporate)

20.17 Maintain Lead Traffic

20.18 Maintain Lead Types (Corporate)
    20.18.1 Reviewing/updating existing lead types
    20.18.2 Setting up a new lead type

20.19 Maintain Lead Types (Division)
    20.19.1 Reviewing/updating existing lead types at the divisional level
    20.19.2 Viewing a list of all lead types

20.20 Maintain Lost Buyer Reasons (Corporate)
    20.20.1 Reviewing/updating existing reasons for loosing a buyer
    20.20.2 Setting up a new reason for loosing a buyer

20.21 Maintain Lost Buyer Reasons (Division)
    20.21.1 Reviewing/updating existing reasons for loosing a buyer at the divisional level
    20.21.2 Viewing a list of all reasons for losing a buyer

20.22 Maintain Lot Size Sets

20.23 Maintain New Home Reasons (Corporate)

20.24 Maintain New Home Reasons (Division)

20.25 Maintain Number Bathrooms (Corporate)

20.26 Maintain Number Bathrooms (Division)

20.27 Maintain Number Bedrooms (Corporate)

20.28 Maintain Number Bedrooms (Division)

20.29 Maintain Price Range Sets

20.30 Maintain Time Frame Sets

20.31 Maintain Type Time Frames

20.32 View Alert Templates

20.33 View Lead Demographics

20.34 View Lead Detail

20.35 View Lead Inquiry

20.36 View Lead Traffic

20.37 View Lead Transmissions
Updated April 4, 2013    
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20.1 Getting Started
A complete overview of the Lead Management module and its applications.


Application Purpose
Generate Lead Alert Purpose of application is to manually send out lead alerts set up initially in Maintain Alert Templates application. For details, see Maintain Alert Templates section of this training guide.
Maintain Alert Templates Purpose of application is to set up new alert templates or to update existing ones. This application is maintained by sales management for the division and sets up the specifics of the alert or eblast that is to be sent via Generate Lead Alert (e.g. 1 day after visit, an email alert called "Thank you for visiting" is to be sent).
Maintain Features (Corporate) Purpose of application is to set up new features or view/update existing ones (e.g. price, quality, lot size) at a corporate level. Features can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain Features (Division) Purpose of application is to activate/deactivate a feature in the division. Features are initially set up at a corporate level via Maintain Features (Corporate) application. For details, see Maintain Features (Corporate) section of this training guide.
Maintain Heard About (Corporate) Purpose of application is to set up new source of referral (how did you hear about us?) or view/update existing ones (e.g. search engine, real estate agent) at a corporate level. Sources of referral can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain Heard About (Division) Purpose of application is to activate/deactivate sources of referral (how did you hear about us?) in the division. These are initially set up at a corporate level via Maintain Heard From (Corporate) application. For details, see Maintain Heard From (Corporate) section of this training guide.
Maintain House Model Types (Corporate) Purpose of application is to set up new house model types or view/update existing ones (e.g. 1 story, semi-detached) at a corporate level. Model types can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain House Model Types (Division) Purpose of application is to activate/deactivate a house model type in the division. Model types are initially set up at a corporate level via Maintain House Model Types (Corporate) application. For details, see Maintain House Model Types (Corporate) section of this training guide.
Maintain House Size Sets Purpose of application is to set up new house size sets (e.g. 1500-2000 sq ft) or update existing ones which can then be assigned to a divison. Each division can have its own house size set, or multiple divisions can share one.
Maintain Lead Alert Detail COMING SOON
Maintain Lead Eblast COMING SOON
Maintain Lead Inquiry Purpose of application is to review/update existing lead inquiries or to set up a new lead inquiry (e.g. lead is interested in a 3 bedroom detached home in project AS4). Lead inquiry creation is triggered by a visit from a prospect.
Maintain Lead Ratings (Corporate) Purpose of application is to set up new lead ratings or view/update existing ones (e.g. lost buyer, prospect archived) at a corporate level. Lead ratings can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain Leads Purpose of application is to review/update existing leads or to set up a new lead. A lead is a prospect buyer.
Maintain Lead Sources (Corporate) COMING SOON
Maintain Lead Traffic Purpose of this application is to tabulate traffic by hour, which helps management to evaluate customer interest and to plan staffing.
Maintain Lead Types (Corporate) Purpose of application is to set up lead types or view/update existing ones (e.g. purchaser, real estate agent) at a corporate level. Lead types can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain Lead Types (Division) Purpose of application is to activate/deactivate a lead type in the division. Lead types are initially set up at a corporate level via Maintain Lead Types (Corporate) application. For details, see Maintain Lead Types (Corporate) section of this training guide.
Maintain Lost Buyer Reasons (Corporate) Purpose of application is to set up new reasons for loosing a buyer or view/update existing ones (e.g. did not qualify, bought another house) at a corporate level. Lost buyer reasons can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain Lost Buyer Reasons (Division) Purpose of application is to activate/deactivate reasons for losing a buyer in the division. Model types are initially set up at a corporate level via Maintain House Model Types (Corporate) application. For details, see Maintain House Model Types (Corporate) section of this training guide.
Maintain Lot Size Sets COMING SOON
Maintain New Home Reasons (Corporate) Purpose of application is to set up new reasons for a new home or view/update existing ones (e.g. currently renting, relocating) at a corporate level. Reasons for a new home can be assigned to specific divisions (e.g. Toronto, Houston).
Maintain New Home Reasons (Division) COMING SOON
Maintain Number Bathrooms (Corporate) COMING SOON
Maintain Number Bathrooms (Division) COMING SOON
Maintain Number Bedrooms (Corporate) COMING SOON
Maintain Number Bedrooms (Division) COMING SOON
Maintain Price Range Sets COMING SOON
Maintain Time Frame Sets COMING SOON
Maintain Type Time Frames COMING SOON
View Alert Templates COMING SOON
View Lead Alert List COMING SOON
View Lead Demographics A report used to view lead demographics. For example, you can run the report to see the price range most leads are interested in. Templates can be created from reports and saved for easy future access.
View Lead Detail COMING SOON
View Lead Inquiry COMING SOON
View Lead Traffic A report used to view lead traffic. For example, you can run the report to see which project is more popular or during which hours the majority of leads come. Templates can be created from reports and saved for easy future access.
View Lead Transmissions COMING SOON
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20.2 Generate Lead Alert
Purpose of application is to manually send out lead alerts set up initially in Maintain Alert Templates application. For details, see Maintain Alert Templates section of this training guide.


20.2 Generate Lead Alert
Step Action
1. Open Generate Lead Alert application.
2. To send out alerts to their respective leads, select a template from the Select Existing Alert Template drop down list.
3. When you are ready, click either or .
4. Review the alert details.
5. When you are done reviewing, click .
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20.3 Maintain Alert Templates
Purpose of application is to set up new alert templates or to update existing ones. This application is maintained by sales management for the division and sets up the specifics of the alert that is to be sent via Generate Lead Alert (e.g. 1 day after visit, an email alert called "Thank you for visiting" is to be sent).
20.3.1 Reviewing/updating existing alert templates
Step Action
1. Open Maintain Alert Templates application.
2. Select an alert template from the Select Existing Alert Template drop down list and click .
3. Review/update Alert Information section of the form.

Example below is of a template that was already used to generate a Lead Alert and thus, some fields are now read-only (e.g. Contact Method).
4. When you are done, click .
Back to the top


20.3.2 Setting up a new alert template
Step Action
1. Open Maintain Alert Templates application.
2. To set up a new alert template, click .
3. Fill out Alert Information section of the form.

FORM FAQ
Name Enter a name for the alert template.
Short Description Enter here any other information used to describe the template.
Contact Method Select a contact method for the template: email, fax, letter, phone.
Status Current status of the template: active, inactive, delete.
Projects Select one or more (or all) projects that can use this alert.
Generate Alert Per Project Select yes or no.
Number of Days After First Visit Enter the number of days after the visit to activate this alert (calendar days).
Ratings Select lead's rating.
Source(s) Select lead's source: phone, walk-in, web.
Email/Fax Subject If the alert template is of Email or Fax type, the subject can be entered here.
Format Alert The actual body of the template is entered here. Click on the icon to open the HTML editor and type in your message.
Header/Footer To include, the already set up, headers and footers, simply select the corresponding check boxes. Initial set up of standard headers and footers is done in the following applications:

HeadersAre set up in Maintain LM Company application. For details, see Maintain LM Company section of this training guide.
FootersAre set up in Maintain User Signatures application. For details, see Maintain User Signatures section of System Maintenance training guide.
File Attachments To include an attachment, click and select the file you want. All attached files can be previewed by clicking on the File Name link or deleted, by selecting the Delete? check box.
Auto Generate Lead Alerts To automatically generate lead alerts, based on the number of days entered in Number of Days After First Visit field, select Yes.
Auto Send Lead Alerts To automatically send lead alerts, based on the number of days entered in Number of Days After First Visit field, select Yes.
4. When you are done, click .
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20.4 Maintain Features (Corporate)
Purpose of application is to set up new features or view/update existing ones (e.g. finishing deck) at a corporate level. Features can be assigned to specific divisions (e.g. Toronto, Houston).
20.4.1 Reviewing/updating existing corporate feature
Step Action
1. Open Maintain Features (Corporate) application.
2. Select an existing corporate feature from the Select an Existing Feature drop down list and click .
3. Review/update Feature Information and Division Status sections of the form.
4. When you are done, click .
Back to the top


20.4.2 Setting up a new corporate feature
Step Action
1. Open Maintain Features (Corporate) application.
2. To set up a new corporate feature, click .
3. Fill out Feature Information and Division Status sections of the form.

FORM FAQ
Feature Information
Short Description Enter a short description. This will be the unique ID used to identify the feature.
Status Select feature status (e.g. active, inactive).
Long Description Any additional information pertaining to the feature can be entered here.
Division Status
Select the divisions in which the corporate feature should be active. By default, the feature is inactive in all divisions.
4. When you are done, click .
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20.5 Maintain Features (Division)
Purpose of application is to activate/deactivate a feature in the division. Features are initially set up at a corporate level via Maintain Features (Corporate) application. For details, see Maintain Features (Corporate) section of this training guide.
.
20.5.1 Reviewing/updating existing feature at the divisional level
Step Action
1. Open Maintain Features (Division) application.
2. Select a feature from the Select an Existing Feature drop down list and click .
3. To activate/deactivate the feature in your division, select appropriate status from the Status drop down list.
4. When you are done, click .
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20.5.2 Viewing a list of all features
Step Action
1. Open Maintain Features (Division) application.
2. Click .
3. A list of all features is displayed. In the example below, we can see that all features are active in current division except for Location.

To activate/deactivate the feature in your division, click and update the status.
4. When you are done, click .
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20.6 Maintain Heard About (Corporate)
Purpose of application is to set up new source of referral (how did you hear about us?) or view/update existing ones (e.g. search engine, real estate agent) at a corporate level. Sources of referral can be assigned to specific divisions (e.g. Toronto, Houston).
20.6.1 Reviewing/updating existing source of referral
Step Action
1. Open Maintain Heard About (Corporate) application.
2. Select a source of referral from the Select heard from drop down list and click .
3. Review/update Heard About Information and Heard About Divisions sections of the form.
4. When you are done, click .
Back to the top


20.6.2 Setting up a new source of referral
Step Action
1. Open Maintain Heard About (Corporate) application.
2. To set up a new source of referral, click .
3. Fill out Heard About Information and Heard About Division sections of the form.

FORM FAQ
Heard About Information
Short Description Enter a short description. This will be the unique ID used to identify the source of referral.
Status Select a status (e.g. active, inactive) for the source of referral.
Long Description Any additional information pertaining to the source of referral can be entered here.
Heard About Division Status
Select the divisions in which the source of referral should be active. By default, the source is inactive in all divisions.
4. When you are done, click .
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20.7 Maintain Heard About (Division)
Purpose of application is to activate/deactivate sources of referral (how did you hear about us?) in the division. These are initially set up at a corporate level via Maintain Heard From (Corporate) application. For details, see Maintain Heard From (Corporate) section of this training guide.
.
20.7.1 Reviewing/updating existing sources of referral at the divisional level
Step Action
1. Open Maintain Heard About (Division) application.
2. Select a source of referral from the Select Heard About drop down list and click .
3. To activate/deactivate the source of referral in your division, select appropriate status from the Status drop down list.
4. When you are done, click .
Back to the top


20.7.2 Viewing a list of all sources of referral
Step Action
1. Open Maintain Heard About (Division) application.
2. Click .
3. A list of all sources of referral is displayed. In the example below, we can see that all sources of referral are active in current division except for the last displayed record.

To activate/deactivate the source of referral in your division, click and update the status.
4. When you are done, click .
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20.8 Maintain House Model Types (Corporate)
Purpose of application is to set up new house model types or view/update existing ones (e.g. 1 story, semi-detached) at a corporate level. Model types can be assigned to specific divisions (e.g. Toronto, Houston).
20.8.1 Reviewing/updating existing house model types
Step Action
1. Open Maintain House Model Types (Corporate) application.
2. Select a model type from the Select An Existing Model Type drop down list and click .
3. Review/update Model/Type Information and Division Status sections of the form.
4. When you are done, click .
Back to the top


20.8.2 Setting up a new house model type
Step Action
1. Open Maintain House Model Types (Corporate) application.
2. To set up a new model type, click .
3. Fill out Model Type Information and Division Status sections of the form.

FORM FAQ
Model Type Information
Short Description Enter a short description. This will be the unique ID used to identify the model type.
Status Select model type status (e.g. active, inactive).
Long Description Any additional information pertaining to the model type can be entered here.
Division Status
Select the divisions in which the model type should be active. By default, the model type is inactive in all divisions.
4. When you are done, click .
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20.9 Maintain House Model Types (Division)
Purpose of application is to activate/deactivate a house model type in the division. Model types are initially set up at a corporate level via Maintain House Model Types (Corporate) application. For details, see Maintain House Model Types (Corporate) section of this training guide.
.
20.9.1 Reviewing/updating existing model types at the divisional level
Step Action
1. Open Maintain House Model Types (Division) application.
2. Select a model type from the Select An Existing Model Type drop down list and click .
3. To activate/deactivate the model type in your division, select appropriate status from the Status drop down list.
4. When you are done, click .
Back to the top


20.9.2 Viewing a list of all model types
Step Action
1. Open Maintain House Model Types (Division) application.
2. Click .
3. A list of all model types is displayed. In the example below, we can see that all model types are active in current division.

To activate/deactivate the model type in your division, click and modify the status.
4. When you are done, click .
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20.10 Maintain House Size Sets
Purpose of application is to set up new house size sets (e.g. 1500-2000 sq ft) or update existing ones which can then be assigned to a divison. Each division can have its own house size set, or multiple divisions can share one.
20.14.1 Reviewing/updating existing house size sets
Step Action
1. Open Maintain House Size Sets application.
2. Select a set from the Select An Existing House Size Set drop down list and click .
3. Review/update existing set's description and values.
4. When you are done, click .
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20.14.2 Setting up a new house size set
Step Action
1. Open Maintain House Size Sets application.
2. To set up a new house size set, click .
3. Fill out the description and enter the house size sets.
4. When you are done, click .
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20.14.3 Assigning a set to the division
Step Action
1. Open Maintain House Size Sets application.
2. Click .
3. Select a set for current division from the Select Division House Size Set drop down list.
4. When you are done, click .
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20.11 Maintain Lead Alert Detail
COMING SOON
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20.12 Maintain Lead Eblast
COMING SOON
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20.13 Maintain Lead Inquiry
Purpose of application is to review/update existing lead inquiries or to set up a new lead inquiry (e.g. lead is interested in a 3 bedroom detached home in project AS4). Lead inquiry creation is triggered by a visit from a prospect.
20.13.1 Reviewing/updating existing lead inquiry
Step Action
1. Open Maintain Lead Inquiry application.
2. Enter an inquiry ID in the Lead Inquiry Id input field or click on the link to find one.
3. When you are ready, click .
4. Next, review/update Lead Inquiry form.

The first section, Lead Information, displays the information about the lead (e.g. name, email, rating), which is followed by the Completed/Outstanding Lead Inquiry section. The Completed/Outstanding Lead Inquiry section lists all the things the lead was interested in (e.g. interested in a 2 bedroom condo).

Finally, Lead Inquiry Information section is where you can update the information pertaining to a specific visit.

FORM FAQ
Lead Inquiry ID A unique ID used to identify the lead inquiry.
Project/Interest Either a specific project the lead was interested in or general interest.
Source Where did the lead come from? e.g. visited sales office, via website.
Inquiry Comment What exactly was the lead interested in? You can type in his/her inquiry here.
Status Status can be selected to determine the relevance of the inquiry (e.g. new, completed).
Response Response to the lead's inquiry can be entered here. Click on the icon and type in your response.
Internal Comment Any additional comments can be entered her, for internal use only.
5. When you are done:
  • To save and exit, click .
  • To save and distribute, click .
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20.14 Maintain Lead Ratings (Corporate)
Purpose of application is to set up new lead ratings or view/update existing ones (e.g. lost buyer, prospect archived) at a corporate level. Lead ratings can be assigned to specific divisions (e.g. Toronto, Houston).
20.14.1 Reviewing/updating existing lead ratings
Step Action
1. Open Maintain Lead Ratings (Corporate) application.
2. Select a lead rating from the Select An Existing Lead Rating drop down list and click .
3. Review/update Lead Rating Information and Division Values sections of the form.
4. When you are done, click .
Back to the top


20.14.2 Setting up a new lead rating
Step Action
1. Open Maintain Lead Ratings (Corporate) application.
2. To set up a new lead rating, click .
3. Fill out Lead Rating Information and Division Values sections of the form.

FORM FAQ
Lead Rating Information
Lead Rating A unique ID used to identify the lead rating.
Short Description Enter a short description.
Status Select a status (e.g. active, inactive) for the lead rating.
Long Description Any additional information pertaining to the lead rating can be entered here.
Default Send Correspondence
Division Values
Send Correspondence
Status To activate the lead rating in a division, select that division's check box. By default, the rating is inactive in all divisions.
4. When you are done, click .
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20.15 Maintain Leads
Purpose of application is to review/update existing leads or to set up a new lead. A lead is a prospect buyer.
20.15.1 Reviewing/updating existing leads
Step Action
1. Open Maintain Leads application.
2. To view information about an existing lead, enter the lead ID in the Enter an existing Lead input field or click on the link to find one.
3. When you are ready, click .
4. Review the General Information, Project Visits and Demographics sections of the form.

The Project Visits section lists all the visits lead made to the sales office and the type of properties lead was interested in. To view or update the details of an existing visit, click on the Inquiry Comment link (e.g. ). You will then be transferred to Maintain Lead Inquiry application. For details, see Maintain Lead Inquiry section of this training guide.

5. When you are done:
  • To save and exit, click .
  • To save and modify subscription options, click . To unsubscribe from email or snail mail, for example, simply select the required check boxes.
Back to the top


20.15.2 Setting up a new lead
Step Action
1. Open Maintain Leads application.
2. To create a new lead, click .
3. Fill out General Information, Project Visits and Demographics sections of the form.

FORM FAQ
First Name Enter the lead's first name.
Middle Name Middle name of the lead.
Last Name Enter last name here.
Email Enter a valid email address in the field provided.
Home Phone Enter the home phone number.
Cell Phone Enter the cell phone number.
Business Phone Enter the business phone number.
Fax Number Enter the fax number.
Street Address The street address the lead currently lives on.
City The city lead lives in.
Province The province lead lives in.
Postal Code Postal code of the lead.
Country Country the lead lives in.
Newsletter Subscribe To subscribe to newsletters, select Yes.
Status

Current status of the lead: active, inactive, deleted.

Type

What type of lead is this? Agent, lead, purchaser?

NOTE: To set up a sales offer for a lead, you must first set up a new purchaser in Maintain Purchasers application by transfering the lead's data. For details, see Maintain Purchasers section of Purchasers training guide.

Once the sales offer has been approved, the lead type will automatically change from 'lead' to 'purchaser'.

Lost Buyer Reason If this lead has been lost, what is the reason for it? For example, lost job and no longer qualified.
Rating How would you rate this lead? For example, looking to buy in the next 30 days.
Sales Comments Any additional comments can be entered here.


FORM FAQ
Project/Interest If the lead was interested in a specific project, select it from the drop down list. Otherwise, you can select 'General' or 'Coming Soon'.
Visit Source Did the lead walk into the sales office, or inquired about a house via a website? Select the visit source.
Inquiry Comment Any additionaly comments can be entered here (e.g. lead is interested only in 3 bedroom detached homes).
Visit Date The date and time of visit.


FORM FAQ
Heard From How did you hear about us (e.g. real estate agent, radio)?
Type of Home Select the type of home lead is looking for (e.g. condo, semi-detached).
Important Features What types of features are important to the lead (e.g. lot size, price)?
Reason for New Home What is the reason for new home (e.g. additional space, currently renting)?
When do you plan to buy? When does the lead plan to buy (e.g. 2-3 months)?
When do you plan to move in? When does the lead plan to move in (e.g. 4-6 months)?
Number of Bedrooms Select the number of bedrooms lead is interested in (e.g. 2, 2.5).
Number of Bathrooms Select the number of bathrooms lead is interested in (e.g. 1, 5).
House Size Range What house size the lead is looking for (e.g. 1000-1500)?
Lot Size Range What lot size the lead is looking for (e.g. 30-40)?
Price Range What price range the lead is looking for?
Marital Status Marital status of the lead.
Age Select lead's age.
Number of Children Select the number of children lead has.
Combined Household Income What is the combined household income range?
Do you presently... Does the lead currently own or rent?
Is your current home on the market? If the lead owns a home, is the current home on the market?
Do you need to sell the current home to buy a new one? Will the lead need to sell current home before buying a new one?
4. When you are done, click .
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20.16 Maintain Lead Sources (Corporate)
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20.17 Maintain Lead Traffic
Purpose of this application is to tabulate traffic by hour, which helps management to evaluate customer interest and to plan staffing.


20.17 Maintain Lead Traffic
Step Action
1. Open Maintain Lead Traffic application.

FORM FAQ
Project Select a project for which you want to view lead traffic?
Date For which date do you want to see the number of visitors to sales office? Enter the date or click on the button to find one.
Traffic Type What type of traffic do you want to view?

Be-back Be-backs are return visitors.
Uncarded Uncarded visitors are ones who didn't fill out an information card at the sales office. NOTE: Cards filled out at sales sites provide an invaluable source of information on customer interest and motivation. Even if the prospect does not fill a card, tabulating traffic by hour helps management to evaluate interest and to plan staffing.
Show 24 Hours Select date format.
2. For which project and date do you want to see number of visitors? Make your selection accordingly.
3. When you are ready, click .
4. Review Lead Traffic Information form. In the example below, we can see that between 7-8am there were 2 visitors. To increase the number of visitors, you can either enter a new number in the Count field or click on the # of Visitors button (e.g. ).

NOTE: To decrease the number of visitors, enter a negative number in the Count field.
5. When you are done, click .
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20.18 Maintain Lead Types (Corporate)
Purpose of application is to set up lead types or view/update existing ones (e.g. purchaser, real estate agent) at a corporate level. Lead types can be assigned to specific divisions (e.g. Toronto, Houston).
20.18.1 Reviewing/updating existing lead types
Step Action
1. Open Maintain Lead Types (Corporate) application.
2. Select a model type from the Select An Existing Lead Type drop down list and click .
3. Review/update Lead Type Information and Division Status sections of the form.
4. When you are done, click .
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20.18.2 Setting up a new lead type
Step Action
1. Open Maintain Lead Types (Corporate) application.
2. To set up a new lead type, click .
3. Fill out Lead Type Information and Division Status sections of the form.

FORM FAQ
Lead Type Information
Short Description Enter a short description. This will be the unique ID used to identify the lead type.
Status Select lead type status (e.g. active, inactive).
Long Description Any additional information pertaining to the lead type can be entered here.
Division Status
Select the divisions in which the lead type should be active. By default, the lead type is active in all divisions.
4. When you are done, click .
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20.19 Maintain Lead Types (Division)
Purpose of application is to activate/deactivate a lead type in the division. Lead types are initially set up at a corporate level via Maintain Lead Types (Corporate) application. For details, see Maintain Lead Types (Corporate) section of this training guide.
.
20.19.1 Reviewing/updating existing lead types at the divisional level
Step Action
1. Open Maintain Lead Types (Division) application.
2. Select a feature from the Select An Existing Lead Type drop down list and click .
3. To activate/deactivate the lead type in your division, select appropriate status from the Status drop down list.
4. When you are done, click .
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20.19.2 Viewing a list of all lead types
Step Action
1. Open Maintain Lead Types (Division) application.
2. Click .
3. A list of all lead types is displayed. In the example below, we can see that all lead types are active in current division except for Real estate agent.

To activate/deactivate the lead type in your division, click and update the status.
4. When you are done, click .
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20.20 Maintain Lost Buyer Reasons (Corporate)
Purpose of application is to set up new reasons for loosing a buyer or view/update existing ones (e.g. did not qualify, bought another house) at a corporate level. Lost buyer reasons can be assigned to specific divisions (e.g. Toronto, Houston).
20.20.1 Reviewing/updating existing reasons for loosing a buyer
Step Action
1. Open Maintain Lost Buyer Reasons (Corporate) application.
2. Select a reason for loosing a buyer from the Select An Existing Lead Type drop down list and click .
3. Review/update Lead Type Information and Division Status sections of the form.
4. When you are done, click .
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20.20.2 Setting up a new reason for loosing a buyer
Step Action
1. Open Maintain Lost Buyer Reasons (Corporate) application.
2. To set up a new reason for loosing a buyer, click .
3. Fill out Lost Buyer Reason Information and Division Status sections of the form.

FORM FAQ
Lost Buyer Reason Information
Short Description Enter a short description. This will be the unique ID used to identify the reason for loosing a buyer.
Status Select reason status (e.g. active, inactive).
Long Description Any additional information pertaining to the reason for loosing a buyer can be entered here.
Division Status
Select the divisions in which the reason should be active. By default, the reason is inactive in all divisions.
4. When you are done, click .
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20.21 Maintain Lost Buyer Reasons (Division)
Purpose of application is to activate/deactivate reasons for losing a buyer in the division. Model types are initially set up at a corporate level via Maintain House Model Types (Corporate) application. For details, see Maintain House Model Types (Corporate) section of this training guide.
.
20.21.1 Reviewing/updating existing reasons for losing a buyer at the divisional level
Step Action
1. Open Maintain Lost Buyer Reasons (Division) application.
2. Select a reason for losing a buyer from the Select An Existing Lost Buyer Reason drop down list and click .
3. To activate/deactivate the reason in your division, select appropriate status from the Status drop down list.
4. When you are done, click .
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20.21.2 Viewing a list of all reasons for losing a buyer
Step Action
1. Open Maintain Lost Buyer Reasons (Division) application.
2. Click .
3. A list of all reasons is displayed. In the example below, we can see that all reasons are active in current division.

To activate/deactivate the reason in your division, click and modify the status.
4. When you are done, click .
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20.22 Maintain Lot Size Sets
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20.23 Maintain New Home Reasons (Corporate)
Purpose of application is to set up new reasons for a new home or view/update existing ones (e.g. currently renting, relocating) at a corporate level. Reasons for a new home can be assigned to specific divisions (e.g. Toronto, Houston).
20.23.1 Reviewing/updating existing reasons for a new home
Step Action
1. Open Maintain New Home Reasons (Corporate) application.
2. Select an existing corporate feature from the Select an Existing Feature drop down list and click .
3. Review/update Feature Information and Division Status sections of the form.
4. When you are done, click .
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20.23.2 Setting up a new reason for a new home
Step Action
1. Open Maintain New Home Reasons (Corporate) application.
2. To set up a new corporate feature, click .
3. Fill out Feature Information and Division Status sections of the form.

FORM FAQ
Feature Information
Short Description Enter a short description. This will be the unique ID used to identify the feature.
Status Select feature status (e.g. active, inactive).
Long Description Any additional information pertaining to the feature can be entered here.
Division Status
Select the divisions in which the corporate feature should be active. By default, the feature is inactive in all divisions.
4. When you are done, click .
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20.24 Maintain New Home Reasons (Division)
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20.25 Maintain Number Bathrooms (Corporate)
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20.26 Maintain Number Bathrooms (Division)
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20.27 Maintain Number Bedrooms (Corporate)
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20.28 Maintain Number Bedrooms (Division)
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20.29 Maintain Price Range Sets
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20.30 Maintain Time Frame Sets
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20.31 Maintain Type Time Frames
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20.32 View Alert Templates
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20.33 View Lead Alert List
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20.34 View Lead Demographics
A report used to view lead demographics. For example, you can run the report to see the price range most leads are interested in. Templates can be created from reports and saved for easy future access.
20.34.1 Running a template report
Step Action
1. Open View Lead Demographics application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email the template, enter an email address in the Send email to input field, select email, choose report format from the Report In drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
3. When you are done, click .
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20.34.2 Creating a new report
Step Action
1. Open View Lead Demographics application.

FORM FAQ
Project For which project do you want to view lead demographics? Select one or more projects.
Add Fields to Report To modify the content of the report, select one or more of the additional report fields.
2. Fill out any of the search fields. Try to narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click or .
4. Here is an example of a Lead Demographics report in online mode. Demographics are grouped by project, buying time frame, number of bedrooms, etc.

From the report output, we can see, for example, that one lead was interested in homes over $1,000,000 price range. To find out more information about this lead, click on the number icon (e.g. ). For details, see View Lead Detail section of this training guide.

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template name input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
5. When you are done click .
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20.35 View Lead Detail
A report used to View Lead Detail. For example, you can run the report to see the price range most leads are interested in. Templates can be created from reports and saved for easy future access.
20.35.1 Running a template report
Step Action
1. Open View Lead Detail application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email the template, enter an email address in the Send email to input field, select email, choose report format from the Report In drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
3. When you are done, click .
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20.35.2 Creating a new report
Step Action
1. Open View Lead Detail application.

FORM FAQ
2. Fill out any of the search fields. Try to narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click or .
4. Here is an example of a Lead Detail report in online mode. Demographics are grouped by project, buying time frame, number of bedrooms, etc.

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template name input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
5. When you are done click .
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20.36 View Lead Inquiry
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20.36 View Lead Traffic
A report used to view lead traffic. For example, you can run the report to see which project is more popular or during which hours the majority of leads come. Templates can be created from reports and saved for easy future access.
20.36.1 Running a template report
Step Action
1. Open View Lead Traffic application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email the template, enter an email address in the Send email to input field, select email, choose report format from the Report In drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
3. When you are done, click .
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20.36.2 Creating a new report
Step Action
1. Open View Lead Traffic application.

FORM FAQ
Project For which project do you want to view traffic? Select one or more projects.
Traffic From & To Date Select a time frame for your report by entering the From and To dates.
Traffic From & To Hour Report output can be narrowed down to a specific hour to see, for instance, if the majority of visitors come in the morning or afternoon. Tabulating traffic by hour helps management to evaluate interest and to plan staffing.
Traffic Type What type of traffic do you want to view?

Be-backBe-backs are return visitors.
UncardedUncarded visitors are ones who didn't fill out an information card at the sales office. NOTE: Cards filled out at sales sites provide an invaluable source of information on customer interest and motivation.
2. Fill out any of the search fields. Try to narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click or .
4. Here is an example of a Lead Traffic report in online mode. Traffic is grouped by project, date and time.

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template name input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
5. When you are done click .
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20.37 View Lead Transmissions
Purpose of application is to review status of faxed/emailed leads.


7.15 View PO Transmissions
Step Action
1. Open View PO Transmissions application.

FORM FAQ
Enter A Transmission Item ID Enter a transmission item ID (i.e. 215520).
Select a Project Select a project name (i.e. AU3-RIVERIGDGE AURORA).
Enter Lot ID Enter a lot ID (i.e. 46705).
Enter Purchase Order Enter a purchase order ID (i.e. 500980).
Enter Vendor ID Enter a vendor ID (i.e. 103294).
Transmitted Select a transmission time frame (i.e. within 90 days).
Search For Transmission Destination Enter an email address or fax number (i.e. 4168909090).
Transmitted To Type Of Recipients Select the type of recipient (i.e. area managers, suppliers).
Status Select a status (i.e. all, unsent).
Show Transmissions Of Type Select the type of transmission (i.e. email, fax).
2. To view a PO transmission:
Enter a transmission ID in the Enter A Transmission Item ID input field and click .

To find a PO transmission:
Fill out any of the search fields of the Search For Transmissions section of the form and click .
3. Review the list of purchase order transmissions.

To view transmission details:
Click on the transmission ID hyperlink (i.e. ).

To re-send the purchase order:
Click .

Updated April 4, 2013