Create new lead
- Olanike Dairo (Unlicensed)
When the agent clicks on the plus sign on the home screen, the lead form opens. Fill in the required details:
Contact, Referrer Information
Notes:
Referrer: it’s an existing customer who refers a new customer to Bboxx.
To add a referrer, you type in the referrer name and wait for a few seconds to get the list to choose from.
Personal Information
Home and Installation Address
Notes:
The physical Home address cannot be left blank. (e.g: Near the primary school, etc).
If the installation address is the same as the home address, you tick the box.
If the installation address is not the same as the home address, you also select the installation address separately.
Product Selection
There are 3 product types to be selected:
Mandatory Products: The agent cannot submit the lead without selecting the mandatory product
Welcome Pack: These are the products that depend on the selected mandatory product
Additional Products: they are optional, they are mostly called “appliances”.
To add them you click on the plus sign
To remove a product, you click on the minus sign
Notes: products have 3 properties:
Down Payment: The initial payment that should be paid by the customer so that he can be installed.
Monthly Installment: The amount required to be paid on monthly basis. A customer can pay more than this amount.
Energy:
Energy production: the product that produces the energy has a positive value.
Energy consumption: the product that consumes the energy has a negative value.
Note: you can’t exceed the energy limit.
Below the product selection, there are totals for the down payment, monthly installment, and available energy.
Additional Information
For future marketing analysis, we have 3 survey questions:
How the customer intends to use the products
The current main source of income
Current energy source of the light
Actions
An agent can:
Submit the application (Online submission): when there is an internet connection
Submit the application (Offline submission): without internet connection.
When the agent clicks on Submit, the app will open the SMS app on the phone with a pre-populated message to be sent.
The agent should not change anything in that message.
Save as draft
An agent cannot save as a draft if the customer name field is blank
Exit: the agent will lose the information.