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Knowledgebase

Manage Leads

» Lead Details » Add Note
» Email History » Send Message To Lead

By clicking on the either the First Name or Last Name of the Lead, you will see four sections to help manage the details of a lead:

  1. Lead Details
  2. Lead Notes
  3. Email History
  4. Send Message to Lead

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» Lead Details

Lead Details allows viewing and editing of a lead’s contact information and survey answers. Survey answers come from the Signup Form they submitted. Survey answers can also be added manually. This is useful if you gather critical new data of the lead, if you want to update the Category of the lead, or if you need to update the current data of the lead.

Edit Lead Details 

Step 1: Click on Edit. The window will refresh and the fields will be open to edit.
Step 2: Edit the desired fields.  
Step 3: Click “Add Field” to add new survey questions/answers.  
Step 4: Click “Save Changes”.  

The new information will be displayed in Lead Details.

»  Add Note 

You can add Notes to a lead allowing you to stay reminded of conversations, or any other dialogue you are having with this lead. When you enter a note in the Lead Details section, the name of the lead (if added to the Calendar) will appear on the Calendar, along with the note. You can be reminded by email of your notes to stay fully organized.

Step 1: Click on "Add Note"
Step 2: The Window will refresh with a note box.
Step 3: Type in your note.
Step 4: Choose a date on the Note Date Calendar (Calendar on the left) that you want this note to be displayed.
Option: If you want a Reminder of this note for a future date, put a checkbox next to Email Reminder Sent On. Click the date you want the reminder sent for this note. (Calendar on the right)
Step 5: Type in the Time you entered the note or the time you want this note to be displayed.
Step 6: If you want this note to show up on the Calendar as a reminder, put a check box next to "Show note on calendar". You will be able to view this note on your Calendar. Email Reminder will be sent at midnight on the day of the note.
Step 7: Click "Add Note". Your note is now added.

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» Email History

View E-Mail History, and see what e-mails have been sent to this lead, allowing you to quickly identify what dialogue has been communicated to the lead. You can view the date the email was sent, the date the email was opened, the Email Message that was sent, and the Trigger Category that the email came from. “N/A” means they have not opened the email in HTML format. Each email message has a beacon within the message. When this beacon is triggered in HTML it sends a message back to the system notifying that the email was opened. If the email is opened in text only format, the beacon will not be triggered, and the field will still say “N/A”.


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» Send Message To Lead

In order to quickly communicate a message to your lead, you can send an email message using two methods:

  1. Email Message
  2. Quick Message

To define what message you want to send, put a check next to the desired type of Message. If you check "Email Message", choose from the dropdown menu which email message you wish to send to your lead. If you wish to send a "Quick Message", you will be able to free hand write a short note to your lead. This is useful if you want to email a quick reminder, a thank you, or any other quick message. When ready to send, click "Send Message".


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