Sales Lead

The technicians are a great tool to use for sales as they are out in the field, speaking to the customers so they are usually the first to hear of a sales lead. This can be a competitor doing a demo at your customer or the customer simply asking for information on new trucks. The sales lead button allows for the technicians to send the information needed for the sales team to reach out. 

1. To create a Sales Lead for a customer outside of your work in progress (WIP), from the home screen press the + sign in the Requests card.
2. Press [SALES LEAD].
3. Press [Change] to select the Location, if applicable select the respective equipment, enter contact information and in the Comment field enter specific details pertaining to the sales lead, then press [Submit]. TIP:  You can also add pictures to the sales lead.

Submit a Sales Lead from within the Work Order Details screen

1. From the Work Order details screen, press the three dots at the top, right corner.
   
2. Press Sales Lead.
3. The Location and Equipment information is auto populated. Enter the contact information and in the Comment field enter specific details pertaining to the sales lead, then press [Submit]. TIP:  You can also add pictures to the sales lead.