WRITTEN WALKTHROUGH
Complete the workflow step by step.
Review newly captured leads
Open the Captured Leads queue and identify submissions from project forms, software trials, proposal requests or abandoned payment paths.
Complete the customer record
Verify name, email, phone, physical service address, company, project type and the original intake answers.
Set qualification and scope
Record facility type, device count, budget, timeline, floor plans and the service being considered.
Assign ownership
Give the lead to the appropriate salesperson or administrator and confirm the assignee can see only the necessary record.
Create the first follow-up
Schedule the next call or email with a due date, time and purpose.
COMPLETION CHECK
Confirm the result before moving on.
- Original intake data is preserved
- Phone, email and address are actionable
- Qualification notes are complete
- Lead has an owner and next action
