In Powercode, create a new lead and make sure you have their name, address, phone number, e-mail address, and if applicable, the name of the customer who referred them. Take extra care to verify the correct email address, as this is where statements and fiber contracts will be sent.

Click “Add” shown below to start the process.

You will need to enter the info in boxes highlighted red below on the customer Details page. Those are the Required fields. Make sure all the info you are entering is spelled correctly.

We will then need to enter the physcial address for the account, click on the location tab and fill out the information shown below.

Once you have entered the customers information click the green “Complete Setup” button in the bottom right of the screen.

Now we need to determine what service and plans we offer in their area. Click here to go back to the Sales page.