Velocify LeadManager 21.3 Release: Feature Enhancements

1. Log in as a Velocify administrator and from the Administration menu, click Form Builder.

2. In the LeadManager - Form Builder page, click the Lead Form Types tab.

3. On the Lead Form Types page, click the Add Lead Form Type button.

4. In the Add Lead Form Type window, type the Lead Form Type name, and click the Save button.

For this exercise, we have named the Lead Form Type Test Lead Form Type 1.

5. Confirm that the Lead Form Type you created is listed in the Lead Form Types table.

6. Repeat steps 3 and 4 to create additional Lead Form Types.

For this exercise, we have named the new entries Test Lead Form Type 2, Test Lead Form Type 3.

7. Confirm that the lead form types are displayed.

1. On the Lead Form Types page, click the Form Builder tab.

   

   • This displays the LeadManager – Form Builder page. For the purpose of this exercise, we will create a custom field in the Miscellaneous Information tab of the Lead Details page.

   

2. Scroll down to the Miscellaneous Information section> Custom Fields, and click the Add New Field link.

   

3. In the Add/Edit Field window:

   

   1. In the Title field, type the name of the custom field. For this exercise, we have named this Field A.

   2. From the Data Type drop-down field, select the data type for this custom field.

   3. From the Lead Type drop-down field, select the Lead Type you created in Create Lead Form Types. For this exercise, we have selected this Test Lead Form Type 1.

   4. Click the Submit button.

4. Create another custom field in the Miscellaneous Information tab.

   1. In the Miscellaneous Information section, go to Custom Fields, and click the Add New Field link.

   2. In the Add/Edit Field window, type the name of the field (for the purpose of this exercise, we have named it Field B).

   3. From the Lead Type drop-down field, select a Lead Type you created, different from the one you selected in step 3. For this exercise, we have selected Test Lead Form Type 2.

   4. Click the Submit button.

5. Confirm that the fields are displayed in the Custom Fields section with the Lead Form Types you created assigned to each field.

1. Click the Leads tab.

   

2. Click the Edit icon corresponding to a lead to view the Lead Details page.

3. On the Add/Edit Lead page, click the Lead Form View tab.

   

4. From the LeadType drop-down field, select a Lead Form Type you have created. For the purpose of this exercise, we have selected Test Lead Form Type 1.

   

5. Click the Miscellaneous Information tab.

   

6. Go to the Custom Fields panel.

   • Note that since Test Lead Form Type 1 is selected as the Lead Form Type, custom field Field A is displayed.

     

7. Scroll up to the top of the Add / Edit Lead page, and from the LeadType drop-down, now select a different Lead Form Type that you have created. For this exercise, we have selected Test Lead Form Type 2.

   

8. Click the Miscellaneous Information tab. Note that instead of custom field Field A, now Field B is displayed.

1. Log in as an administrator.
2. Click your name on the top right corner of the page, and under Reporting, click SMS.

3. Click the SMS Real Time tab.

4. View the data displayed in the SMS Report.

5. To view filtered data, select values from the drop-down fields, and click the Apply button. (For the purpose of this exercise, we have selected test from the All Templates drop-down field)

You can filter the data by Agent Group, Agent, Template Name, Provisioned Phone Number, Lead Source, Time Interval, and Lead ID.

You can export the report results in CSV format.

1. Go to SMS reports. (See steps 1 – 3 in View and Filter SMS Report.)
2. Apply filters if needed, and click the Export (CSV) button.

• You can see the downloaded CSV file in your browser window.

3. Open the file from your browser window, or (recommended) go to the Downloads folder on your computer to access the file.