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Categorize Leads

  1. View the lead you want to categorize.
  2. Choose a rating for the lead. The 'Rating' menu is located on the top half of the pop-up window, underneath the fields for 'First Name' and 'Last Name'.

    You can choose five different ratings for your leads: Unrated, Lead Made Appointment, Lead is an Existing Customer, and Bad. This will allow you to coordinate and categorize appointment requests made through the website. We highly suggest rating a lead once you have followed up on it to help coordinate between staff members.

Organize Leads by Rating or Type

  1. Click on the 'Leads' sub-tab underneath the 'Home' tab.
  2. Click on the menu button  next to the 'Type' or 'Rating' column to choose which leads to display. The list of leads will sort itself automatically according to the property you choose.

  Categorize Leads Video


THIS ---->https://supportimatrixcom.imatrixbase.com/email/leads/categorize-leads.html

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DayOpen (PST)Close (PST)
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