Managing Leads From A Member's Perspective

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000103091

Three actions can be taken with leads:

Purchase a Lead
Accept a Free Lead
Decline a Lead

Purchasing a Paid Lead

Please find all the relevant information here: Purchasing Leads

Accepting a Free Lead

The member will receive an email notifying them that they have a lead. A link to view the lead is included in the email template:

Clicking on the link will AUTOMATICALLY log that member into his dashboard and take them straight to the lead itself facilitating the purchasing process. Clicking on "View Details" will open the lead:

The member must click on "Accept Lead" in order to view the full contact details (if the email setting is set to "Preview"):

The complete lead details including email and phone number are now available for the member to view:

Declining a Lead

The member will receive an email notifying them that they have a lead. A link to view the lead is included in the email template:

The member will click on "Decline Lead" to not accept it:

The system will display a pop-up asking for feedback on why the lead was not accepted. This question is optional.

The lead will appear as "Declined" in this section:

Additional Information

The owner of the site views the declined lead reason here:

Members have the ability to leave notes for themselves when accepting or declining a lead:

When a lead is accepted, the following lead statuses will be displayed:

Deal Won
Deal Lost
In Progress
Needs Contact

These statuses are designed to help members efficiently manage their leads on the dashboard.

These are text labels which can be found and edited within the Settings » Text Labels:

lead_user_status_won
lead_user_status_deal_lost
lead_user_status_in_progress

lead_user_status_needs_contact