Precheck is available on Leads for ADT Dealers only as a way to qualify a customer.
PreCheck on Create
- While creating a Lead, you will see a PreCheck section at the bottom.
- To run a PreCheck make sure the slider is on.
- Select the Monitoring Company and add a Dealer number if available.
- Click Save.
- When you click Save, the PreCheck will run and the results will be visible on the Lead tab of a Lead record in the Central Station section.
PreCheck on Existing Lead
- On the Lead tab, in the Central Station section make sure there is a Monitoring Company selected.
- Next, click Precheck on the Central Station section.
- Note: This section is only visible for ADT Dealers.
- You can click on PreCheck at any time to run a PreCheck again.