gtc:create_lead_in_powercode
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.
If after adding the customer information the system can't find the geocoordinates, deselect automatically geocode and it will leave the fields blank to either be updated manually (if available) or by the tech during installation.
gtc/create_lead_in_powercode.txt · Last modified: 2024/10/02 02:50 by 127.0.0.1