Add a New Lead Event

CONSTRUCTIONONLINE - ADD A NEW LEAD EVENT

OBJECTIVE

To schedule and document events associated with leads

BACKGROUND

There are many steps that go into securing a lead and turning that lead into a client. Being able to manage your lead events separate from other company events allows those individuals dedicated to sales the ability to focus on exactly what is most important – closing deals and building your company’s success.

THINGS TO CONSIDER
  • Lead Events consists of 3 types: Callback, Quoted, Meeting
  • The Sales Rep is the contact assigned to a Lead Event, other resources cannot be associated via ConstructionOnline
  • Lead Events do not have automatic notifications associated with them – set reminders to receive notifications of Lead Events
  • The Lead Events Calendar in ConstructionOnline Lead Tracking shows lead events only, but lead events can also be seen on the ConstructionOnline Company Calendar. (This can be managed by Calendar – View Options)

STEPS TO ADD A NEW LEAD EVENT

From within Lead Details:

  1. Double click on the lead to select
  2. Choose Lead Events tab
  3. Select Add Event
  4. Choose Event Type, Date, & Time (required)
  5. Enter applicable Event Notes (optional)
  6. Select Attached Files tab to Attach Files/Images pertaining to the event (optional)
  7. Select Reminders tab to schedule reminder(s) for the event (recommended)
  8. Confirm by choosing Save

From Lead Calendar:

  1. Navigate to Lead Calendar
  2. Choose Add Lead Event
  3. Choose the Lead to create an event for
  4. Enter Lead Event Details
    1. Choose Event Type, Date, & Time (required)
    2. Enter applicable Event Notes (optional
    3. Attach Files/Images as needed (optional)
    4. Set Reminders to set event notifications (recommended)
  5. Confirm event by choosing “Save”
    1. You will see it populated on Lead Calendar

VIDEO

RELATED TOPICS

  • Edit a Lead Event
  • Delete a Lead Event

SUPPORT

For additional information about Lead Tracking, contact UDA Technologies at 800-700-8321.