Leads
FAQ related to leads
My leads are marked as "Not covered". Why?
Ensure your coverage area is properly added. Visit Coverage to see details how ZIP codes are added. If your coverage area is fine, then the addresses on your leads don't belong under your covered area.
My leads are marked as "Booking disabled". Why?
Ensure your Company status is Active. The system checks daily if the company status changes so if any information is missing we disable the booking until the company settings are adjusted and is back to Active status.
There is no option to "Book" a Lead. When I mouse over the offer button is missing?
Check your Company settings, there are two ways to book leads, either through a phone (manually by the Salesperson) or sending offers to the customer so they can book on their own.
I don't see the option to mark Lead with "No availability".
This option is permission based. If you don't see it from your account, the permission wasn't given to you. Contact your department manager for further info.
I don't see a Lead created a few weeks ago. Where can I find it?
If the Lead is no longer visible on the list, it was automatically set to "Closed". This status is automatically assigned to Leads that have a move date in the past. You can find it by selecting a filter "Show closed" to "Yes".
I tried to book a Lead but received an error "Duplicate transaction". How to resolve it?
This means payment gateway for your company was set with Authorize.net. This is their preventive mechanism called Duplicate Transaction Window. It protects customers from being charged multiple times for the same transaction. The transaction cannot be submitted more than once in a short time span, you will need to wait 2 minutes and try again.
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