Sometimes there will not be availability at your location for a specific unit or another location might be more convenient for a Lead. This guide explains how to use the Neighbors feature to transfer Lead records to your other locations.
Access
(A) Neighbors - From a new or existing Lead Card, click to access the Send to Neighbor pop-up and initiate the Neighboring process.
Search for a Location by Distance
Note: The Send to Neighbor pop-up window defaults to searching for a neighboring location within (B) distance of the location where the Lead is currently saved. Skip to step (F) to search for locations by zip code.
(C) Radius - Click the dropdown to select the radius from which neighboring locations will be searched.
(D) Location Name - If your search results in too many locations or you know a specific location name you want to neighbor the Lead, enter it here to further refine your results.
(E) Confirm - Once you've selected a neighboring location, click to confirm your selection.
Search for a Location by Zip Code
(F) Zip Code - Click to search for a location by its zip code.
(G) Enter Zip Code - Enter the zip code you want the system to search for locations.
(H) Radius - Click the dropdown to filter your search according to distance from the center of the zip code entered in step (G).
(I) Location Name - If your search results in too many locations or you know a specific location name you want to neighbor the Lead, enter it here to further refine your results.
(J) Confirm - Once you've selected a neighboring location, click to confirm.
Save
Note: After saving the Lead to the neighboring location, you will be asked if you wish to cancel the Lead record at the original location. Select Yes to cancel the Lead at the original location. Select No to keep the Lead active at the original location.
(K) Save - Click to save your work and exit the Lead card.