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After creating a new client, this information can be modified on the Sales & Marketing screen. |
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Sales Lead Group
Field | Description |
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Captured Date | Date the sales lead was captured. |
Captured Time | Time the sales lead was captured. |
Captured By/Operator | The salesperson who captured the sales lead. Click the Captured By/Operator popup button to select. |
Operator Notes | A free text area for notes regarding the sales lead. |
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Referral Group
Field | Description | Promotion||||
|---|---|---|---|---|---|
Promotion associated with the sales lead. Click the Promotion popup button to select. | Method | Referral method by which the sales lead was created. Click the Method popup button to select.
Company | Third-party referral company by which the sales lead was created. Click the Company popup button to select. | ||
Contact/Context | Third-party referral company contact by which the sales lead was created. Click the Contact/Context popup button to select. | ||||
Referral Source Notes | A free text area for notes regarding the referral. | ||||
Promotion | Promotion associated with the sales lead. Click the Promotion popup button to select. | ||||
Method | Referral method by which the sales lead was created. Click the Method popup button to select.
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Preferred Location Group
Field | Description |
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Preferred Suburb | The preferred suburb in which the client would like to live. Click the Preferred Suburb popup button to select. |
Preferred Estate | Preferred estate in which the client would like to live. Click the Preferred Estate popup button to select. |
Land Selected? | Does the client have land on which to build?
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