Lead to Evaluation: Step-by-Step

Admin Scheduling Evaluation

• Navigate to the Leads tab

  • In the right-hand panel, choose Add New Lead

• Enter Contact Information

• Enter Lead Details
  • First name, last name, mobile phone, email
  • File As will autofill when first and last name under contact details is filled out
  • Account Owner - Who is the evaluator?
  • Campaign - How did they hear about us?
  • Referred by
  • Main area of interest - Drop down menu 
  • Tell us how we can help you - Training goals
• Billing Address
  • Location title - Home, PO Box etc
  • Address - Client’s home address
• Select ‘Create New’ 

• Include any relevant 'flagged notes'

• Add dogs by clicking ‘Add New Dog’ (multiple dogs can be added)

  • Complete dog details

• Once you have completed the necessary dog details, click on ‘Book Appointment’ to schedule the evaluation.

• Select ‘Continue’

• Choose the dog(s) to be serviced before clicking continue

• Select date/time 
  • Select confirm
  • Add pertinent notes to the appointment summary

  • If the lead desires an earlier date than the one scheduled, review the ‘Cancellation List’

    • The list can be found in the Calendar tab under the ‘Earlier Opening Requests’ section.

  • If it's a referral, tick the box and enter the name of the person who referred them.

• Select date/time 

  • Press ‘OK’ on the final prompt to officially schedule the evaluation.

• An automatic confirmation email will be dispatched once you click OK.