The purpose of this guide is to explain how to access a Lead's historical interactions in Storable CRM. Before contacting a Lead, it is important to understand their prior interactions in order to provide them a positive experience.
Access
Leads icon - Click to access your assigned list of Follow-ups (if any) and the full Lead list.
All - The list will default to showing your Follow-up events. Click to view all Leads. The All list will show all Leads (Active, Rented, & Cancelled), including ones scheduled for Follow-up events.
Search - Enter to search by specific parameters such as the Lead's name, phone number & unit number. The system will dynamically update as you start entering information.
Status - The list will default to show only Active Leads. Click to search by All, Rented or Cancelled status.
Date Range - Click the dropdown to show Leads created within a specific time period.
Location - The list will default to show Leads created at all locations you have access. Click the dropdown to filter by a specific location(s).
Additional filters - Click to filter the list by name, email, phone number, the employee who created the Lead, Lead ID, & Lead type.
Apply - Click to apply your filters and update the list accordingly.
Reset - Click to remove all applied filters and return the list to its original structure.
Column Titles - All columns can be sorted alphanumerically by clicking the column title once. Click the column title twice to sort the column by reverse alphanumeric order. Click the column title a third time to remove all sorting. This can be helpful if you're looking for a specific name.
Open - Click to open the specific Lead card you wish to access.
History tab - Once inside the Lead card, click to access historical Storable CRM communication.
Lead History
Note: Inside the History tab, you may click on a communication event for further details. You may also disposition an unknown event or edit a dispositioned event.
Contact Header - This provides basic personal information including name, phone number, email address, Lead status, and the location the Lead's record is associated.
On the left side of the call list, the following information is presented:
Communication type - Indicates the communication type and call information (inbound or outbound). Communication types include;
Phone (Inbound call)
Text (Both One-Way or Two-Way, if enabled)
Chat
Email
Voicemail
Video Call
Communication Information - Indicates whether the communication was inbound or outbound.
Communication - Shows the length of the call (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
On the right side of the call list, the following information is presented:
Call summary - hover your mouse over the icon for the call summary.
Call sentiment - indicated as Positive, Neutral, or Negative.
Call timestamp.
Click on any call to view in-depth details about the call, including a transcript: