Elead Training – Marking Customer Lost / Inactive

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 on the Prospects section.
2. Hover over Active with your mouse.
3. Click on Manager’s Review
4. Select “All” in the date drop down. And Click Refresh.
5. Select the name to move to Inactive / Lost.
   
6. Within the Customer Record, under the Sales Status select the reason why the customer was lost / inactive.
   
7. Enter appropriate notes / comments, then click save.