This is a quick reference guide highlighting the proper way to fill out the lead form in Reservation Sales.
Booked Leads with PMS Interface:
Followup and In Process Leads
Booked Leads without PMS Interface
Not Booked Leads
How to AVOID DUPLICATE Leads
- If a guest calls in from another number (cell vs. work phone) on the second call to reservations, click the question mark icon in the upper right corner of the Lead Form.
- The most efficient way to search for a Lead is by phone number or email address since they are unique.