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The Lead Summary Screen displays information about the lead and associated activities that have been done within Reapit Lettings.
NOTE: At any stage you can revert to the original Lead screen by selecting the 3-dot icon in the top right of the screen, then Switch to Old Lead Page.
The Lead Summary Header displays the Lead’s Name, Lead ID Number and the associated property. It also allows for quick access to to:
Update the level of engagement / interest by clicking on the Pencil Icon to open the Update Lead Temperature Drawer. Change the Lead Temperature by selecting from the dropdown options and clicking on Save.
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The lead status identifies where the lead sits in the pipeline. For more information on the Lead Status, please review this article here.
To update the lead status, click on the Pencil Icon next to the current lead status. From the Update Lead Status Drawer, select the required status from the drop-down; follow-up date if required. Click on Next, choose the desired communication types, and click Review before sending.
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1. Click on Message to send the Lead contact an email or SMS.
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2. Select the desired message type from the Select Recipient drawer then click on Review.
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3. Select a template if required, before reviewing and clicking on Send. Alternatively, enter your message into the interface, then click on Send. To cancel out, click on Previous then Cancel.
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Note: In both SMS and Email you are able to add Merge fields by clicking on More, below the message entry window. Merge fields will bring stored information across the system.
Use the +Add button to:
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