J.S. Paluch Co. s Secure Sales Site View Leads

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1 Leads for Sales Rep Advertising Leads can be reviewed and worked on by clicking the Leads > option under the menu for the Secure Sales Site. See the illustration below. Ad Leads page will show the New, Active and Closed leads, as well as Summary report for all leads assigned. By default the New leads are displayed on the grid as shown below. Additionally, the date fields will be pre-populated by default with the first day of the current month and todays date as shown below. To change the date range click on the date field, type in or select the date you want from the calendar and click the Find button to show your selection. 1

2 For a New ad lead the status is always Assigned. To change the status of a newly assigned lead click on the Status dropdown and make a selection. The status can also be changed using the same method for Active leads. After you make a selection, the follow-up date will be highlighted and must be entered before saving it. Also, the alert message Changes are not saved will be shown above the grid. Type in or select a date from the calendar, select the checkbox PSA when requested and click on the Save button to save status changes as shown below. 2

3 Once you click the Save button to change the lead s status, the confirmation message will be shown above the grid displaying the number of records updated as shown below. Important: To change the lead s status use the Save button only. The function of the Update button will be described later. Once the record is saved it will become active and it will be displayed under the Active type. To view this record, click on Active and then press the Find button as shown below. Active account leads are defined as leads that were updated at least once. 3

4 You can search records on the three lead types (New, Active and Closed) then narrow the results by Date, , Phone, City and Zip. Click on the date dropdown and the list of options will be displayed as shown below. Select an option, City for example, and enter the City name then press the Find button to see the search results. See the illustration below. 4

5 Click on the reset button, the two opposing circular blue arrows shown below., to reset the search options to the default setting as Closed lead accounts have been completed with or without a sale. To close a lead click on the Close link and a screen will be displayed to close the lead. See the illustration below. 5

6 When closing a lead with a sale, you ll enter Units and Rate information and then select the option Close with Sales. See the picture below. Comments are optional with the Close With Sales option. Once selected, press the Save button to close and save the lead. To Close Without Sales comments are required. Units and rate cannot be entered with this option. Enter the comments and select the option Close without Sales and then press the Save button. See the illustration below. Note: Press the Cancel button if you do not want to close the lead as shown above. Once the lead is closed it will go under the Closed lead type. Click Closed from the lead type and press the Find button to see the closed leads. Records will be read only. See illustration below. 6

7 You can set the page size on the grid by clicking on the Page Size dropdown as shown below. The page size is set to 25 records per page as default. Click on the Export link to export to Excel the New, Active or Closed leads. See the illustration below. For example: Once it is exported you will see the active records for the City of Chicago as displayed below. 7

8 To run the Summary report click on the Summary option, select the date range and click the Find button. See the illustration below. The summary report runs by the date range only. Other options becomes unavailable (disabled). See the illustration above. Once you click the Find button, the report will display the numbers of New, Active, Closed with sales and Closed without sales leads along with the Total number of leads you worked on and the percentage of the leads statuses within period selected. Closed with sales row will display total amount of Sales (Units by Rate) for the period selected. See the illustration below. Also, the report will display the graphical representation of the percentage for the leads statuses as shown above. You can add/view notes for the lead(s). These notes will be available for the Managers and the Sales Reps. To add or view the notes click on the Note link in the grid. The form to enter notes will be shown. The name and the phone number of the lead selected will be displayed on the top of the form. See the picture below. 8

9 If the lead does not have any notes saved, you will see the screen showing message that no records were found for the selected lead. Click the New button to add the note. Click the Close button (red cross) on the top right corner of the form to close it. See the picture above. If the lead has note(s) saved, you will see the note and the date when the note was added, as well as the name of the user who added the note. If the lead has multiple notes, the most recent note will be displayed first. You can view other note by clicking on the Next or Previous buttons (buttons with the blue arrows) at the bottom of the form. To add a new note click on the New button. See the picture below. 9

10 When you click the New button, the form will show the text area, where you can enter the note. Click the Insert button to save your note. Click the Cancel button to close the insert form and to go back to the previous screen. See the picture below. When you click the Insert button, the note you entered will be saved and you will see the confirmation message on the top of the screen which will fade out in a few seconds. To close the form click the Close (the red cross) button on the top right corner of the form. See the picture below. You can add leads address(s) on this screen. The editable empty fields are highlighted in yellow. You can only add new address(s). Fields with saved s are not editable. See the picture below. 10

11 When you add lead s address, click the Update button at the bottom of the page. This can be done to multiple rows at once. See the picture below. The address is not required. If you enter the address in wrong format, you will see the Input Parameters Error warning message and the field will be highlighted in orange. Also, the alert message Changes are not saved will be shown above the grid. Click the Close (the blue cross) button on the top right corner of the warning message to close it. See the picture below. Correct the changes and click the Update button. Once you click the Update button to update the address(s) the confirmation message will be shown above the grid displaying the number of records updated. See the picture below. 11

12 Important: To update the address use the Update button only. The Save button can be used only for changing lead s status. 12

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