How do I access the Case Management tab in LeadBoss?

We have split the status options in LeadBoss. We now have status options that pertain to calling (Call Log statuses), to selling (Lead statuses), and to case management (Case Management statuses). When a lead is set to “In Case Management” (which is a Lead status) the tab for “Case Management” becomes active. You’ll know it’s active because it turns green. A case manager OR agent can then access the case management tab and enter the appropriate notes and information. 

NOTE: If you change the Lead status to something OTHER THAN "In Case Management", it will be removed from this status and this tab will no longer be active. Therefore, only change the Lead status OUT of "In Case Management" once all case management processes are complete (the case has been placed, etc.)

How do I setup Event Emails?

As an admin user, you can go to the “Agency” area within LeadBoss and click on the “Event Emails” tab. To determine which email templates you already have created, click on “My Templates List”. You will then need to choose the “Template Type” of “Event Email Templates” and click “Go”. All your event email templates will be listed. If you need to create a template, see below. After you have determined that you have the appropriate Email Template, you can click “Back” on your browser to get back to the “Event Emails” tab. Click “Add Email Rule”. You will then be taken to the screen which allows you to add the specific rules. Select the status from the drop down box. 

NOTE: all statuses including Call Log, Lead, and Case statuses are included.

Next, you will need to select which template you would like to associate with this status. All of the EVENT EMAIL TEMPLATES will be listed in this drop down box. Indicate when the email should be sent (once the status is set). If you enter “0” this tells LeadBoss to send the email immediately. If you enter “1” the email will go out 1 day after the status has been set, “2” the email will go out 2 days after the status has been set and so on. Select if you would like the email to ALWAYS include a specific signature.

NOTE: you will NOT generally select a signature. The reason for this is the system knows which agent is affiliated with the lead and will automatically select the correct agent’s signature. However, if you select a signature from the drop down box, it will override this feature and ALWAYS include the specific signature selected.

Lastly, enter the email subject which you would like the CLIENT/LEAD to see.

Remember, when you set a status, the event emails are sent by LeadBoss automatically.

How do I create an email template?

If you need to create an email template AS AN ADMIN user, you can go to “Event Emails”. Simply click on “Add Template”. Once in the Add Template screen you will need to select the template type (Event Email Template in this case), enter a name for the template, enter the text for the template (use the client and agent field list drop downs to include the dynamic fields (ex. Client’s name)), and preview the template. 

Note: when you are entering the text for the template, you will generally NOT want to enter a signature in the email template. LeadBoss will include a signature automatically. However, you may want to include a salutation such as “Sincerely” or “Regards” since LeadBoss does NOT include this when automatically entering the signature.

Please feel free to sit in on our weekly demo sessions to become better accustomed  with all the LeadBoss features.