J.S. Paluch Co.’s Secure Sales Site

View Leads

1

Leads for Sales Rep

Advertising Leads can be reviewed and worked on by clicking the Leads > View Leads option under the menu for the

Secure Sales Site. See the illustration below.

Ad Leads page will show the New, Active and Closed leads, as well as Summary report for all leads assigned. By default

the “New” leads are displayed on the grid as shown below. Additionally, the date fields will be pre-populated by default

with the first day of the current month and todays date as shown below.

To change the date range click on the date field, type in or select the date you want from the calendar and click the Find

button to show your selection.

J.S. Paluch Co.’s Secure Sales Site

View Leads

2

For a “New” ad lead the status is always “Assigned”. To change the status of a newly assigned lead click on the “Status”

dropdown and make a selection. The status can also be changed using the same method for “Active” leads.

After you make a selection, the follow-up date will be highlighted and must be entered before saving it. Also, the alert

message Changes are not saved will be shown above the grid. Type in or select a date from the calendar, select the

checkbox “PSA” when requested and click on the Save button to save status changes as shown below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

3

Once you click the Save button to change the lead’s status, the confirmation message will be shown above the grid

displaying the number of records updated as shown below.

Important: To change the lead’s status use the Save button only. The function of the Update button will be described later.

Once the record is saved it will become active and it will be displayed under the “Active” type. To view this record, click

on “Active” and then press the “Find” button as shown below. Active account leads are defined as leads that were

updated at least once.

J.S. Paluch Co.’s Secure Sales Site

View Leads

4

You can search records on the three lead types (New, Active and Closed) then narrow the results by Date, Email, Phone,

City and Zip. Click on the date dropdown and the list of options will be displayed as shown below.

Select an option, “City” for example, and enter the City name then press the Find button to see the search results. See

the illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

5

Click on the reset button, the two opposing circular blue arrows , to reset the search options to the default setting as

shown below.

Closed lead accounts have been completed with or without a sale. To close a lead click on the Close link and a screen

will be displayed to close the lead. See the illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

6

When closing a lead with a sale, you‘ll enter “Units” and “Rate” information and then select the option “Close with

Sales”. See the picture below. Comments are optional with the “Close With Sales” option. Once selected, press the

Save button to close and save the lead.

To “Close Without Sales” comments are required. Units and rate cannot be entered with this option. Enter the

comments and select the option “Close without Sales” and then press the “Save” button. See the illustration below.

Note: Press the “Cancel” button if you do not want to close the lead as shown above.

Once the lead is closed it will go under the “Closed” lead type. Click “Closed” from the lead type and press the “Find”

button to see the closed leads. Records will be read only. See illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

7

You can set the page size on the grid by clicking on the “Page Size” dropdown as shown below. The page size is set to 25

records per page as default.

Click on the “Export” link to export to Excel the New, Active or Closed leads. See the illustration below.

For example: Once it is exported you will see the active records for the City of Chicago as displayed below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

8

To run the Summary report click on the “Summary” option, select the date range and click the Find button. See the

illustration below.

The summary report runs by the date range only. Other options becomes unavailable (disabled). See the illustration

above.

Once you click the Find button, the report will display the numbers of New, Active, Closed with sales and Closed

without sales leads along with the Total number of leads you worked on and the percentage of the leads’ statuses

within period selected. Closed with sales row will display total amount of Sales (Units by Rate) for the period selected.

See the illustration below.

Also, the report will display the graphical representation of the percentage for the leads’ statuses as shown above.

You can add/view notes for the lead(s). These notes will be available for the Managers and the Sales Reps. To add or

view the notes click on the Note link in the grid. The form to enter notes will be shown. The name and the phone

number of the lead selected will be displayed on the top of the form. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

9

If the lead does not have any notes saved, you will see the screen showing message that no records were found for the

selected lead. Click the New button to add the note. Click the Close button (red cross) on the top right corner of the

form to close it. See the picture above.

If the lead has note(s) saved, you will see the note and the date when the note was added, as well as the name of the

user who added the note. If the lead has multiple notes, the most recent note will be displayed first. You can view

other note by clicking on the Next or Previous buttons (buttons with the blue arrows) at the bottom of the form. To add

a new note click on the New button. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

10

When you click the New button, the form will show the text area, where you can enter the note. Click the Insert button

to save your note. Click the Cancel button to close the insert form and to go back to the previous screen. See the

picture below.

When you click the Insert button, the note you entered will be saved and you will see the confirmation message on the

top of the screen which will fade out in a few seconds. To close the form click the Close (the red cross) button on the

top right corner of the form. See the picture below.

You can add leads’ email address(s) on this screen. The editable empty Email fields are highlighted in yellow. You can only add new email address(s). Fields with saved emails are not editable. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

11

When you add lead’s email address, click the Update button at the bottom of the page. This can be done to multiple rows at once. See the picture below.

The email address is not required. If you enter the email address in wrong format, you will see the Input Parameters

Error warning message and the field will be highlighted in orange. Also, the alert message Changes are not saved will be

shown above the grid. Click the Close (the blue cross) button on the top right corner of the warning message to close it.

See the picture below. Correct the changes and click the Update button.

Once you click the Update button to update the email address(s) the confirmation message will be shown above the grid

displaying the number of records updated. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Leads

12

Important: To update the email address use the Update button only. The Save button can be used only for changing lead’s status.