Leads

Lead Job
Lead Job When a new lead is created this is the screen where you can maintain the Lead. ...
Fri, 1 Nov, 2013 at 1:58 PM
Lead Removal
Occasionally you may need to delete/remove a lead.  Cases could include times when the lead was mistakenly duplicated, or it was so cold it should never hav...
Fri, 1 Nov, 2013 at 1:58 PM
Abandon Lead (Lost)
This is similar to removing a Lead. Except for the fact that you may want to report on the leads lost.  Hence you will only have to abandon the lead a...
Fri, 1 Nov, 2013 at 1:58 PM
How to add a Referral Source
To add a referral source in ClickHome 3 please follow these steps: 1. Log in as a user with the System Administrator security role assigned to them. ...
Fri, 9 May, 2014 at 5:29 PM