Entering a New Lead

1. Collect information for new lead entry (if they signed up online, this will be in the “Signups” google sheet. If not, enter into CRM directly)

   1. First and Last Name

   2. Phone Number

   3. Email Address

   4. Address

   5. Speed Plan (50 or 100mbps)

   6. How they heard about us

2. Enter data above Into CRM if gathered from online sign up

   1. Login to UNMS CRM

   2. Click into “Clients” -> ”Client Leads” in header navigation

   3. Click the “+” at the top of the page

   4. Fill in appropriate fields listed above and click “Save”

   5. Once saved, the CRM will direct you back to their customer page. Once there, click “New Quoted Service” near the top of the page. Select which speed plan the customer wants. Save.