New Lead

All leads will be entered in this section.

* You may choose what information will be required to add a lead and to convert a lead to a customer by holding your mouse over the lead number and clicking on the blue 'Edit Preferences' link that pops up.

The most common fields are be explained below.

• Contact Date automatically populates to the current date. You may change this day if you are entering in an old lead.
• Promo Code is where you are able to input promo numbers that you have associated with a Lorex Campaign.
• Phone Number allows you to enter the lead’s phone number.
  
  • The Go button checks for any duplicate phone numbers in the database and also checks the online white pages and pulls up the address information that correlates with that phone number.
  • Dashes will auto populate in the phone number feilds for better readability.
• First Name and Last Name are REQUIRED fields. If you work with businesses, you may want to activate Business Name under Edit Preferences>Display Feilds, which allows for the company name to be entered.
• Street fields can be required or optional when entering customer information and refers to the customer address. You may enter a Physical and/or Billing address for each lead by clicking on the appropriate address button. 
• Zip Code allows you to type in the lead’s zip code. Once a zip code is entered, Agemni CMS auto-populates the city and state information.
  • If you want to group several areas under one zip code, you can do so by selecting Auto Area Selection under Admin > Preferences. After that is done, go to Admin > Areas and create an area name for the particular section you had in mind. Once this area is established, it will appear below. Click on the Zip Code button to the right of the area and you will be able to assign any zip codes you would like to this area.
    • **Note** You may assign a zip code to more than one area.
• Alt. Phone and Cell phone are fields you can either make optional or required under Edit Preferences>Required Feilds. Both of these feilds will be checked for duplicates in Agemni.
• Other Phone has been set up to not check for duplicates and will allow you to enter in a phone number that is already in the Agemni database.
• SSN can be required or optional. Any social security number entered into the system will automatically be checked for duplicates by Agemni CMS.
• E-mail is another field you can make optional or required for the lead.
• Area is a REQUIRED field. Choosing the correct area is important. Doing so allows the correct lead reps, reps, technicians, and ad campaigns to be assigned to the lead.
• Campaign lets you select previously set up ad (marketing) campaigns. By selecting the campaign that made your lead interested in your company, you will be able to track the number of leads, sales, and installations that have resulted from specific campaigns. This information can be found on the Reports tab and can be very useful when planning future marketing campaigns.
• Referred By gives you the option to list which Agemni customer referred the new lead to you.
• Bound Type allows you to select the nature of the call, whether that be inbound or outbound. 
  • Inbound refers to incoming calls and outbound refers to outgoing calls. Some companies track this information because their pay scale changes according to the nature of each call.
• Crossroads helps installers and technicians find the physical location of customers. You can be detailed in your directions or simply enter the 2 major cross streets nearest the lead’s address.
• Provider Account # is generally used for DISH Network customers and is the CSG account number. This is especially important if you are working with DISH Network fulfillment.
  • Fulfillment payments are tracked by this number so it is important that you enter it into the lead's or customer’s account. This number will auto populate as you qualify your DISH Network customers using the Assign button.
• DISH and DIRECTV Local Checks takes the zip code entered for the lead and checks the availability of local channels their area.
• Previous Provider, Lead Status, and Call Type allows you to categorize and follow up with leads.  You may use these options however you see fit for your company needs.
• Lead Rep and Rep information assigns specific sales reps to the lead. The lead rep field is often used to identify area managers or lead generators (i.e. marketers). 
  • **Note** If an employee has their access type set to Employee (in their account under the Info tab), they will  be able to assign anyone (with access to the area assigned to the customer) to be the rep or lead rep.  Such an employee can be restricted, however, to assigning only themselves or their manager (if they have one) as a lead rep or rep if Employee Lookup All Jobs is checked on an employee's account under their Functions tab.  Keep in mind, though, that checking this option will also allow them to view all customers/jobs companywide.
  • Under Lead Preferences, there is a preference called "Selecting rep changes lead rep to manager." When selected - even if the employee restrict feature is not being used, this will automatically select a rep's manager as the lead rep.
• Provider, Number TVs, Promotion, Kit, Upgrade allows you to select pertinent information needed in order to provide accurate ordering information for the customer.

• Account # and the Assign button let you connect directly to DISH Network or DIRECTV or other providers and assign a claim number to the lead.

**Note** If, when attempting to connect to the retailer site from Agemni by clicking on the Assign button, you get an error message/are not allowed to log in, first try logging in to the retailer site directly.  If you are able to successfully log in directly, but not through Agemni, be sure that you are also able to access the Promotions Center (or correlating area with another name) once you are in the retailer site.  This is important because sometimes one may assume that because login is allowed directly to the retailer site but not through Agemni, the problem is with Agemni, but Agemni will not be able connect with the retailer if access to the Promotions Center (and not just the retailer site, itself) is not allowed by the retailer.  This is frequently due to username or password requirement issues from the retailer.  Below is an example of such a situation.  If you read the error message carefully, and follow the instructions given, you will often be able to quickly resolve your issue.

**Note** You can locate additional, optional, and customizable display fields beyond what is listed above under Admin > Preferences > Fields. You can also make certain fields a requirement here. In addition, you may create customizable fields of your choice for these pages as well.

ADDITIONAL FEILDS FOR SECURITY COMPANIES

If you work with security systems you will see the following feilds appear along with those discribed above.

• Two-Way Voice and Cellular Backup checkboxes have been set up to allow you to specify the type of system that the customer is purchasing.
• Credit Score is the feild where in the credit score will generate after processing the credit.
• Security Account # is where you can enter in thesecurity account number for the customer after they have qualified.
• Confirmation # is where you will type in the confirmation number after the account has been put online.
• Rcvr Phone # is where the receiver phone number for the installer to reference.
• Abort Code is the feild where you will enter in the abort code that the customer agrees on.

Blue Buttons on the Leads Page
Once you have added a lead to the system, eight blue buttons will appear on the bottom of the lead page.

• Delete Lead allows you to delete the lead from your database permanently.
• Notes allow you to enter anynotes that apply to the lead’s account. You may select the status of the note (open or closed), the employee, assign the note to a specific employee, and enter comment. If you would like to close the note or have it appear on the contract, click on the check box(es) that apply in the upper right hand corner. You may enter Accounting, Billing, Callback, Chargeback, Route, Status, Ticket, and Trouble Call notes. 
  • Billing notes will be compiled in the Open Billing report.
  • Ticket notes will be compiled in the Open Ticket report.
  • Route notes will appear on the Route report.
  • Callback notes will create a reminder on the lead main page to call back the customer on a certain day and time.
• Credit Card will populate the lead’s first and last name automatically and then you can enter the rest of the lead’s credit card information. If you have a merchant account and a gateway set up through Authorize.net, this will be the location where you (and employees whom you give this right to) may authorize (hold money), capture (charge or process payment), credit (refund), and void a charge. Enter the type of charge (transaction # is only required for credits and voids a note describing the charge, the amount to be charged, and press Process.
  • **Note** We have added the ability to delete credit cards. You must have permission to do this. Permission can be given through Employee > Functions or the Roles manager.
• Programming will only appear if you have the 3rd column on the lead’s page filled out. Once this information is entered, you can click on the programming button to see the package and channel options available to the lead.
• Other allows you to fill in optional information, such as gender, date of birth, employer, DL#, etc. 
• Quote shows you the estimated cost of service for the lead depending on the promotion, kit, and programming that you have selected on the leads page.
• Convert is the button you click when you want to convert your lead to a customer in the system.
• Update is used for saving any changes you have made to the lead. You MUST hit update to save any changes that have been made or they will not be recorded.