20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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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
Updated April 4, 2013