Overview
Agents can create new submissions for leads whenever they request a new service or product. Each submission starts a new journey for the lead in your system.
Step-by-Step Guide
1. Access the Lead Profile
Go to the Leads page.
Search for the lead using filters (name, email, phone).
Click on the lead’s name to open their profile.
2. Create a New Submission
Inside the lead’s profile, click "Create New Submission".
Fill in the submission details:
Field | Description |
Main Category | Select the primary service/product category (e.g., "Internet Services"). |
Sub Category | Choose a sub-category (e.g., "Fiber Optic"). |
Product | Select the specific product (e.g., "500 Mbps Plan"). |
Service IDs | Enter service IDs if applicable. |
Start Date | Set when the service/product should begin. |
Source ID | Track where the lead came from (e.g., "Facebook Ad"). |
Form ID | Link to a form submission if applicable. |
Click "Save" to confirm.
Note:
✔ Track Multiple Submissions: Each request creates a separate record.
✔ Automated Journey: Triggers workflows (e.g., follow-ups, approvals).