Lead Script

Agemni has a fully updated Lead Script feature. This Lead Script is a very useful tool to help your sales reps enter data into Agemni CMS.

To set up the Lead Script, click on Leads>Wizard and this is where the creation and editing process begins. The idea behind this wizard is for clients to capture data by their sales reps in the order that they prefer.

Below is a screen shot of what the Lead Script setup looks like:

To set up the script drag the text boxes on the right side of the page and place in the empty boxes as shown above in the screenshot.  You can add them in any order your company wants; it is fully customizable.  The fields you can choose from are Modules, Fields, Textbox, Checkbox, Radio, and Dropdowns.  Each different category will have different fields you can select and drag into your new Lead Script. 

This is an example of what your Lead Script should look like after you have finished setting it up:

(You can access this page by clicking on Leads>Lead Script).

After you fill out the the text boxes and dropdowns you will click on the "Next" button at the bottom of the page and it will take you to the next page of the Lead Script until you have completed all of the information and the lead is added into the system.

If you have any further questions about our new Lead Script feature please call Agemni Support at 801.377.4004 and we can help you in the process!