Creating a Test Lead and coverting it to a Customer (a Test Account) will enable you see how the settings we've entered up to this point will apply to new Leads and Customers entered into SecurityTrax.
As you begin to enter real Leads and Customers into SecurityTrax remember that while only BOLD items are required to save a particular screen, entering additional information can equate to more powerful reports.
To set up a Test Account follow the steps below.
REMINDER: All BOLD fields are required in order to save.
- Click on the Leads tab
- Click on Add Lead
- Select one of the Lead Sources / Partner Companies you created in the previous steps
- Enter 'Test' for the First Name
- Enter 'Account' for the Last Name
- Enter 'Test City' for the City
- Enter your State
- Select 'Pending' in the Status drop down
- Enter '555 555 5555' for the Primary Phone
- Click Save & Stay
You've just created your first Lead! You'll now see a few new buttons across the top center portion of the window, just below the tabs. These buttons give you access to certain features related to a Lead.
Below are brief descriptions of what each button does from left to right:
Saves any changes made to the individual Lead Profile then takes you back to the main screen of the Leads tab.
Save & Stay
Saves any changes made to the individual Lead Profile and stays on the individual Lead Profile screen.
Save & Request
Saves any changes made to the individual Lead Profile you were working on then randomly pulls up another Lead in the system.
Cancels out any changes made to the individual Lead Profile you were working on then takes you back to the main screen of the Leads tab.
Deletes the Lead Profile then takes you back to the main screen of the Leads tab.
Opens a small window containing a list of every action taken with that specific Lead. Great for seeing any change made to a Lead Profile.
Opens a small window containing a drop down menu from which you can select pre-typed email or SMS templates to send to the Lead (templates to be discussed in Onboarding: Supplemental Tasks).
Apply a Tag or Tags that you create to a Lead. (For example, 'Ready to Buy', 'Owner of Large Dog', etc.) (Tags to be discussed in Onboarding: Supplemental Tasks).
Upload any type of file related to Lead here. (For example, pictures of the home, floor plan layouts, etc. Also, a PDF of the contract will automatically appear here if you've signed up for that feature.)
Opens up a small window containing the Sales Scheduler. This allows you to schedule one of your Sales Reps to visit the home. (Scheduler to be discussed in Onboarding: Supplemental Tasks).
Opens up a small window containing options to send this Lead to a Partner Company who can provide service to the Lead.) (Partner Scheduling to be discussed in Onboarding: Supplemental Tasks).
Convert Lead to Customer
Transitions contact from a Lead Profile to a Customer Profile, which opens up a series of other features. Note: You'll need to select an office location prior to clicking the 'Convert Lead to Customer' button.
Select Office Location
Drop down menu that allows you to select out of which Office Location this Lead / Customer originated.
Now let's convert this Lead to a Customer. Doing so will unlock several more buttons. We'll discuss all of the new buttons after the conversion.
To covert the Lead to a Customer follow the steps below.
- Select an Office Location from the drop down in the top right corner
- Select a Sales Rep from the drop down menu that shows up after selecting your Office Location
- Click the Covert Lead to Customer button
You've just created your first Customer! You'll notice that some of the same buttons will still be visible, but several others are now available.
Below are brief descriptions of what each of the new buttons do from left to right:
Allows for the creation of a general note about the Customer (For example, 'Has a large dog'), or for the creation of a Ticket which can be assigned to a specific User in your system.
When a Customer is marked as 'At-Risk' it means they haven't been paying their monthly monitoring bills. This feature is not installed by default.
Where the emergency contact information for the Customer can be saved.
Identify which pieces of Equipment or Equipment Packages your Customer would like to purchase. (Equipment and Equipment Packages to be discussed in a later section)
Schedule an installation appointment for your Technician.
Enter the payment information your Customer would like to use for Recurring Payments. (Recurring Payments to be discussed in Onboarding: Supplemental Tasks)
Create a Quote or Invoice for your Customer based on the items they've selected. Both can be emailed to the Customer.
Also create Recurring Invoices. Additional charges may apply. (Recurring Invoices to be discussed in Onboarding: Supplemental Tasks)
Take a one-time payment from your Customer.
Run a credit report on your Customer and save it in their Customer Record. Additional charges may apply.
Calculate what is owed to your Sales Reps and/or Technicians. (Customized setup of calculation tables is required. Contact SecurityTrax using the method described in Core Tasks: Communicate with Us Through SecurityTrax Tickets)
Calculate what your company should receive from selling the contract for this Customer to your 'Funder'.
Alarm.com, Dynamark, AvantGaurd, Etc. (if applicable)
Push details for this Customer to your relevant partner through one of our many Integrations.
Create an eContract for this Customer. Additional charges may apply.
Export specified details for this Customer to one of several file formats.
Sell this Customer to a Partner Company. (Partner Companies will be discussed in a later section).