Forms & Surveys Overview 📅 📝

Lead Submission Form SOP

Objective

This SOP outlines the steps for using the Lead Submission Form to ensure accurate data collection and processing.

Key Steps

1. Accessing the Forms 2:52

• Navigate to the 'Sites' section in the system.
• Click on 'Forms'.
• Locate the 'Lead Submission Form' from the list.

2. Filling Out the Lead Submission Form 1:36

• Ensure all required fields (marked with an asterisk) are filled out:
  • Lead Source (e.g., Call, SMS, PPC)
  • Campaign Name (e.g., Cold Call Leads)
  • Contact Type (Lead, Contractor, Vendor)
  • First Name, Last Name, Phone, Email, Street Address, City, State, County, and Parcel ID.
• Optional fields include:
  • Temperature
  • Preferred Next Contact
  • Notes
  • SMS Conversation (if applicable)

Cautionary Notes

• Do not edit the form directly without prior approval. All edits must be communicated to the designated team for implementation.
• Ensure that the correct lead source and campaign name are used to avoid data mismanagement.

Tips for Efficiency

• Familiarize yourself with the different types of forms available to streamline data entry.
• Regularly check for updates or new forms added to the details sheet to stay current with procedures.
• Utilize the preview feature to verify form appearance before sharing.

Link to Loom

https://loom.com/share/69f397c852c14eecaefd12de7e8df451

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