Convert My Exceptions


*Note: this is an add-on module. Request more information via our Client Change Request form.

 


1. Click Leads in the main menu to open the leads panel

 

NewItem2142
 

NewItem2141

 

2. Click the Exceptions Tabs

 

NewItem2151

 

3. The reason this has not been processed will be recorded in red. E.g. could not match supplied listing ID with a listing. In this example, you can manually match the lead to a property in Agentbox click on the house icon NewItem2150

NewItem2424

4. Use the action icons to Convert a Lead NewItem2148or Delete individual leads NewItem2147

 

5. Click the Contact or Property name to open the related lead or database record

 

6. Use the Tick boxes to bulk select leads to Bulk Convert leads to enquiries or Bulk Delete.