Related Articles
Working a Lead
How to Work New e-Leads in Compass Visitors to your website, landing pages, and other online Marketing have the opportunity to fill in a Lead Form to request further information from their local Miracle Method. Lead forms ask for name, email address, ...
Leads within Compass
One of the many useful features that Compass has is the ability to import customer leads that are submitted online. Any leads that come into the system for a franchise market or markets get downloaded into Compass for review. Once the leads appear, a ...
I deleted a customer, but they keep reappearing!
Compass automatically creates customers for you in several scenarios, which may include: New text messages New web leads Missed phone calls Behind the scenes, Compass periodically 'scans' for any texts/web leads/etc which don't exist in Compass, and ...
Adding A Placeholder On The Calendar
At some locations multiple users may be scheduling appointments at the same time. This could lead to overlap or double booking. To help alleviate this potential issue, Compass has the capability to put in a placeholder on the calendar to block out a ...
Adding A Residential Customer
Search Results Screen Customer List Screen New customers can be added to the system by clicking on the Create New Customer button found on the Search Results screen, or by clicking the Add New Customer button on the Customer List Screen. A blank ...