REPS 101 - Online FAQ

How to Enter Re-inquiries

Posted by Taylor Reporting Solutions, LLC on May 23, 2016 at 4:25 PM Comments comments (1)

What is a re-inquiry?

"Re-inquiry" is the label REPS uses to describe each time an existing lead reaches out to you in response to some sort of marketing tactic you've put into the market place. They may be responding to a post card, an ad they saw in the newspaper, or might be calling because their friend told them they should attend an event. Any time a lead who is already in your database calls you (or emails you) and says some version of "hey, I saw your name on that new [in...

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How to Add a new Source Code

Posted by Taylor Reporting Solutions, LLC on November 10, 2015 at 10:15 AM Comments comments (3)

1. Select the Admin module and within that tab, you will see Lead Sources. Click on Lead Sources.

2. Under Lead Sources, you have the option to add a Lead Source. Select Add.

3. The box below will appear for you to enter all pertinent Lead Source Information.


4. Source Codes can be...

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