LeadPerfection Training
Leads and Appointments.
Our Training and Education department is working on this video as we speak. This is a new section that will focus on the proper way to handle internet leads, as well as some additional details regarding appointments. Check back soon!
This video explores some of the various pages in LeadPerfection that allow a user to see what appointments are on the schedule and what timeslots are available.
(18 minutes, 36 seconds)
The Contact Detail Page.
This section will explain the Contact Detail page and the steps necessary to enter new prospects, enter lead information, and enter additional information about the prospect.
(39 min 36 seconds)
This section will cover setting appointments enter lead information, and book and cancel appointments.
(42 min 53 seconds)
This video will explain how LeadPerfection uses SCFs and Zip Codes and how to add new values to these setup tables in order to adjust your coverage area.
(7 min 26 seconds)
This video show you how to add a new source and how to add new source-sub codes.
(5 min 22 seconds)
This section will cover a discussion of the various setup tables in LeadPerfection and what they control in the system.
(coming soon!)
This video demonstrates the steps necessary to add a new employee in LeadPerfection and how to edit their record. Included in this section are steps necessary to mark an employee as terminated, and the settings that control which dropdown boxes their names will appear in.
(9 min 23 seconds)
This section will demonstrate the method of setting the initial password for a new user and how to reset the password for an existing user.
(1 min 59 seconds)
This video will provide the detailed steps necessary to configure user access in order to determine what capabilities each user has in the system.
(11 min 55 seconds)
This video explains the steps necessary to configure LeadPerfection to restrict access by users to specific, authorized locations and time schedules.
(9 min 42 seconds)
This video will show you how to read the Pipeline page, how to set call filters, and how to control which queues your outbound dialers are placing calls from by using the Dial Control page.
(Call our customer support team to schedule a live training session for this section)
This video will help you understand how queues are created and how their settings can affect which leads are routed into which queues.
(Call our customer support team to schedule a live training session for this section)
This video discusses the various means of monitoring outbound calling activity, including the Call Results page, Calls-In-Process and various Call Center reports.
(Call our customer support team to schedule a live training session for this section)
This video discusses the Milestone Grid and the use of Milestones within LeadPerfection We will also look at the General and Dates tabs of the Contact Detail page.
(17 minutes, 32 seconds)
This section covers all of the remaining items which appear on the Job Detail Page, including Service, Payments ToDo, Comments, Notes, Documents, Permits, Commission, Job Cost, Change Orders and Financing.
(16 minutes, 44 seconds)
This video will review the process of scheduling installations and service by using the Production Scheduling grid. It also will look briefly at the Production and Service Calendars, and some additional options on the Job Search page.
(Call our customer support team to schedule a live training session for this section)
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