1) Go to Lead Tracker App Then click on Continue
2) Select your entity and make sure to use your work email.
3) After filling up all the information. Wait for an email confirmation.
Only after your information ha sbeen verified you will have access to the APP.
Each button have a function. It is recommended for you to get familar with them.
Your ID in the APP help us to identify you.
1 Go to my account.
2 Click on "All my customers" as is shown in the picture below.
3 Click on "New Address"
4 Make sure to fillup the information correctly. Proceed to press continue button.
1 Go to my account.
2 Open a lead and click on "Vcard"
3 Scan the QR code or donwload the Vcard.
4 Go to My Directory inside you account and click on Vcard button.
5 Scan the QR code or donwload the Vcard.
1 Click on the area or button as is indicated below.
2 Click on the area as is indicated below.
3 Type a keyword or reference of the product. And hit enter or press the search icon.
4 - The "plus" button will only add the product to you lead.
- The "Comment" button will alow you to add comments about the product before you add it to the lead.
- The "Comment" button will alow you to add comments about the product before you add it to the lead.
1 Search for the product.
2 - The "plus" button will only add the product to you lead.
- The "Comment" button will alow you to add comments about the product before you add it to the lead.
- The "Comment" button will alow you to add comments about the product before you add it to the lead.
3 After you add the equipment to you lead, you will see the button in greem on the top area of you display.
4 Do click on button warp up the lead when you are ready to send it.
1 Search for the product.
2 Add products to the lead
3 Do click on warp up the lead button.
4 Select one of the choices below for Customer Information and press continue button.
4.1 In case you are searching the customer from the App data base. Make sure to fillup the information correctly.
5 Add comments regarding your lead. The Agreement section is dedicated to share what has been discussed or agreed on. Proceed to press continue button.
6 Review the list of products inside Confirm section. Proceed to press continue button to finalize the lead.
1) Login in your account and press OTHER - XXXX
2) Insert the dollar amount
3) Select the customer
4) Specify the show or event, add comments and directions regarding the lead.
5) Confirm the information and press the green button to send the lead.
6) Check the lead in your account.