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Add New Lead/Visitor/Call Log

Add New Lead/Visitor/Call Log

The “Add New” button can be used to initiate the creation of a new client lead, visitor, and call logs. The dropdown menu has the following options:

  • New Lead: This option, when clicked, will open a form to input a new potential client into the system’s “Leads” module. This would include gathering information about the new lead, including their contact information, references, office notes/strategy, etc.
  • Visitor: Opening this option will display a dialog to add a new visitor. The dialog would presumably have fields for the visitor’s name, purpose of visit, caseworker contacted, and arrival time.
  • Call Log: Choosing this will probably bring up a form to record information about a phone call. This would normally involve details like the contact, reason for the call, date and time, any notes or results of the call, and status of the call.

Add New Lead

The Add New Lead dialog, which is utilized to add information regarding a new potential client or opportunity to the system. It’s separated into two parts:

  • Create Manually: This tab is presently showing that user can manually enter the information of the lead.
  • Upload file: There is another tab, implying that leads can be added by uploading a file (e.g., CSV file). Clicking on this tab will prompt the user to file uploads.

Add Visitor

  • The Add Visitor dialog is employed to record data about people who visit the office. It’s a simple form intended to record vital information about each visitor.

    This section enables users to easily log information regarding office visitors. To add visitors, follow the steps below:

     

    • First Name *: Input the first name of the visitor.
    • Last Name *: Input the last name of the visitor.
    • Case Number (Optional): Input a case number related to the visitor, if necessary.
    • Purpose Of Visit: Choose the purpose of the visit of the visitor from the dropdown.
    • Date *: Clicking on the icon will enable user to modify the date as per the requirements.
    • Branch *: Choose the branch or office that the visitor is visiting from the dropdown.
    • Contacted Caseworker: A dropdown menu for choosing the caseworker or staff the visitor contacted or came to visit.
    • Time Spent (in mins): Enter the duration of stay of the visitor in minutes.

    After having captured all the information, click on the Save button to save the modifications.

Add Call Log

Add Call Log is used for capturing details of outgoing or incoming phone calls. It’s created to capture extensive information regarding each call.

On Add Call Log dialog, user should do the following:

Client Type: At present, a dropdown with “New Client” chosen. Users can use it to indicate whether the call was with a new client or an existing one. When users choose “Existing Client,” it transforms the following sections so that the existing contact can be searched for.

When “New Client” is chosen:

This captures the general information of the client who is part of the call. To add a call log, follow the instructions below:

  • First Name *: Type in the first name of the client.
  • Last Name *: Type in the last name of the client.
  • Mobile Phone Number *: Type in the phone number of the client.
  • Branch *: Choose the appropriate branch or office to which this call belongs from the dropdown.
  • Date *: Clicking on the icon will enable user to alter the date according to the requirements.
  • Time *: Clicking this icon will pop up a time picker. Choose hour and minutes.
  • Duration (in minutes): Enter the duration of the call in minutes.
  • Received For: A dropdown list with “Please Select User” as a placeholder.
  • Received By *: It shows the staff member who received or made the call.
  • Received On Line: A dropdown list with “Received On Line” preselected.
  • Call Type: Dropdown with “Incoming” chosen. This enables users to indicate if the call was incoming or outgoing.
  • Call Outcome: Dropdown with “Connected” chosen. This enables the user to indicate the outcome of the call (e.g., Connected, Not Answered, Busy, Missed, etc.).
  • Call Status: Dropdown with “Good” chosen. This enables users to classify the general status or quality of the call.
  • Source: This is used to enter where the contact was initiated or where the call originated (e.g., Newspaper, Google Ads, etc.).
  • Translation Required: This shows whether or not translation services were/is required during the call.
  • Call Notes: A place to input detailed notes or a summary of the conversation.
  • After capturing the information, click Save.

For Existing Client, nearly all the fields will be identical to the New Client except a few.

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