Doc Summary
Lead Entry Process #
Ask the customer what type of problem they are having. Qualify the customer to see if it is something you can sell from the office.
Steps to Entering a Lead: #
- New customer tab at the top of the screen. Information needed for a lead – name, address, phone number, email address, division, and source. How did the customer hear about Arrow?
- Save the information. Next, you will click the lead at the top. Click the plus sign in the upper right corner to add a Service Type Lead. Never use Service Plan Lead.
- Select sales rep. Select source. Select the correct estimate. See estimate types below. Save then schedule for an account manager to go out to complete the estimate.
- Estimate types:
- Estimate, fences, or gutters (Arrow Exterior) – In Baton Rouge, these are to be scheduled on Tim or Shane. In New Orleans, these can be scheduled on Justin, Sean, or Joey.
- Estimate pest control – a pest control issue that cannot be quoted over the phone (bed bugs, pantry pest, stinging insects, commercial properties, houses over 3000 sf).
- Estimate termite control – a termite issue that has active termites, possible damage, drywood termites, houses over 3000 sf, commercial properties.
- Estimate TAP – Thermal Acoustic Pest Control Insulation.
- Estimate Rodent – for issues with mice, rats, squirrels, and other wildlife.
- Estimates can be scheduled on Joe Lewis, Marc Fogos, Tim, or Shane for the BR area.
- Sean and Joey for the New Orleans and Slidell area. Justin for Gulf Coast Mississippi.