The sample checkout module should be used when a customer takes or orders products samples that must be returned at a later date. To check out a sample for a customer within the Retail Lead Management system, do the following: Click on the name of the lead that is checking out a sample. Click on [...]

Open – This status is for leads that are current potential sales opportunities.  The stages of “Unassigned”, “Assigned”, “Accepted”, “Contacted”, “Appointment”, “Estimated”, “Negotiations” and “On Hold” are considered “Open”. Closed – This status is for leads that have already been sold or are no longer current potential sales opportunities. The stages of “Sale”, “No Sale”, [...]