Client Leads
Referral Groups
- From the main menu under Client Management, click Client Leads.
- Click Add Referral Group.
In TESS, leads are managed through Referral Groups.
A group can be anything that makes sense for the way you manage clients.
Events, websites, dates, etc. - Name your Referral Group.
You can have as many Referral Groups as you need. - Click Save.
Import Leads
- Next to the Referral Group Name, click the Import/Export button.
- Click Import Leads.
Importing leads works exactly the same as importing clients, so if go back up and review that section for more detail on importing data.
The only difference is that client leads do require first name, last name, AND email address.
Managing Leads
- Search for leads across referral groups using any of the available search fields.
- Add individual leads manually with the Add Lead button.
- Open a lead to update or convert it by clicking on the first name.
- Convert a lead to a client by simply clicking the button.
- Leads can also be added to trips, which will automatically convert them to clients.
Inside a trip, Click Add Traveler. - Search for the lead name.
- In parenthesis next to the name, you can see that the person is a lead.
- Be sure to click Save to add them to the trip.
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