Difference between revisions of "Create Address"

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'''Create Address'''
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Clicking [Create Address] will prompt you to select the "Purpose" (from the drop down menu), "Name/Attention Name", Address details, "Directions", and whether to "Allow Solicitation" (also from a drop down menu).
*Clicking [Create Address] will pull up a screen where you can input one or several addresses for the lead.  From the drop down menu you can select the address classification. You may also enter directions and note whether it is acceptable to solicit this lead.
 
  
 
After you have created the lead, from the "View Lead" page you will be able to map the address using Google maps, or generate a catalog request.  The date and time will be automatically recorded after any edits or actions associated with the address.
 
After you have created the lead, from the "View Lead" page you will be able to map the address using Google maps, or generate a catalog request.  The date and time will be automatically recorded after any edits or actions associated with the address.
  
 
Click [Save] to store the address information and return to the [[View Lead Screen]], or click [Cancel] to return to the screen without saving the address information.
 
Click [Save] to store the address information and return to the [[View Lead Screen]], or click [Cancel] to return to the screen without saving the address information.

Latest revision as of 23:47, 16 September 2007

Clicking [Create Address] will prompt you to select the "Purpose" (from the drop down menu), "Name/Attention Name", Address details, "Directions", and whether to "Allow Solicitation" (also from a drop down menu).

After you have created the lead, from the "View Lead" page you will be able to map the address using Google maps, or generate a catalog request. The date and time will be automatically recorded after any edits or actions associated with the address.

Click [Save] to store the address information and return to the View Lead Screen, or click [Cancel] to return to the screen without saving the address information.