Tip: To view existing requests from your customers, use Customer Requests instead.
- You receive a push notification when a customer creates a New Lead for your store location using the widget on your retailer’s website.
- Swipe to open the app and access New Leads.
- Tap to open the New Lead request.
- Select an option at the bottom:
- Click Accept to accept this new lead.
- Click Customer Service to forward this request to Customer Service (if available).
- If you accepted the new lead, it becomes yours and is automatically moved to Customer Requests.