Customer Journey:

NOTE: Leads coming in will automatically be recorded in evergenius as a "Prospect" & can then be moved across to Appointments, Consults and Close by drag & drop as they are followed up.

Add Oportunity:

Step 1: Manually add a new opportunity by clicking on the "+Add New" tab in the top right corner.

Step 2: Fill in the fields for the lead manually and select through the drop down options the Stage, Services, Lead Type, & Assignee.

NOTE: When manually adding an opportunity you can select the appropriate service applicable for that prospect and you can also assign the lead to a specific provider. 

Add task:

Step 1: Each new lead can be tasked out by clicking on the "Add task" button.

Step 2: Select the type of task as shown below, add important notes for the task and assign the lead to a specific provider.

Other Fields:

Step 1: From the drop down selections at the top of the Opportunities page you can select the Owner (Provider), Services, & Status.

NOTE: Use the search option to search for specific people from your leads. 

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