Sales Lead Overview

This centralized page allows you to manage Sales Leads from three primary sources: your technicians, customers (via the Customer Portal), and your back-office team (PSSRs/CSRs).

When to Create a Request: If a PSSR/CSR is onsite or a customer calls the back-office for any type of sales request (purchase new batteries, upgrade units, maintenance contract, etc.), you should manually initiate a Sales Lead. Navigate to Service > Sales Leads and click the "+" icon. This formalizes the request and ensures that right back-office people are notified immediately so no customer needs are overlooked.

When a technician submits a Sales Lead through the Service app, it will automatically be stored in Service> Sales Leads. Click here to learn how a technician submits a sales request. Users can choose from various search filters and columns. To do this, utilize the Filters icon & Columns icon to narrow down what information you would like displayed. Additionally, to view details of a Sales Lead, either click on the ID # or click on the 3 dots on the corresponding lead and select details.