Elead Training

Sales Advisors

To mark a customer inactive or lost within Elead follow these two steps below.

DO NOT DO ANY OF THE FOLLOWING:

• Assign a specific task to a manager without putting the entire Opportunity in Manager Review (see below). You can assign the Manager Review call to a manager (etc) if you also put Opportunity in Manager Review.
• Leave Opportunities open – especially Internet leads which have automatic emails/follow ups. We need to mark customers lost / inactive ASAP.
• Assign specific tasks of a lost / inactive customer to anyone except for your in store managers. Please discontinue assigning lost / inactive customers to Chad.

1. Open the Customer’s Record and under the Active Opportunity change the Sales Status to “Manager Review”.
   
2. Click “Add Note” in the top of the Customer’s Record and enter the reason why this customer is lost or inactive and click save.
   

Sales Managers

To mark a customer inactive or lost within Elead follow these steps below. These steps should be performed daily.

1. Click the ‘+’ icon next to Active under the Prospects section.
2. Click the Manager Review folder.
3. Select the name to move to Inactive / Lost.
   
4. Within the Customer Record, under the Sales Status select the reason why the customer was lost / inactive.
   
5. Enter appropriate notes / comments, then click save.
   

Sales Managers – Confirm CRM

To confirm CRM / DMS Solds, follow the instructions below.

1. Click on “Reports”
2. Click on “Specialist Tools”
3. Click on “ELEAD CRM Confirm Sales”
   
4. Select the Date Range in which you want to merge record.
5. Find the records you want to merge/confirm into a single record. The Black records are DMS/Confirmed records and Green and CRM/Unconfirmed. All Green records need to be either Unwound or Merged into a Black DMS record. If you want to merge the records, click the checkbox next to the name.
6. Click the merge records icon.
   
7. Select the radio button next Prospect Information and Opportunity Information to want to keep. Note: You’ll want to keep the DMS record for Prospect (all caps) and Opportunity Record with a Sales Status of “SOLD” – not DMS Sold – this will ensure the tracking is correct.
8. Click the “Merge” button.