Overview
Updating Lead Status in ACM
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As we wrap up another month, here’s a friendly reminder to update the status of your leads in ACM. Keeping your records up to date is essential for:
- Accurate booking ratios – Ensuring your performance is properly reflected.
- Fair lead distribution – Your booking ratio directly impacts how leads are assigned.
- Effective tracking – A booked lead will only count towards your ratio once its status is updated correctly
Please take a moment to review our training guides below. Refer to the “How to Update Your ACM Status” document for step-by-step instructions.
Click the link below to familiarize yourself with the step by step process on how to use AtlasNet Customer Manager (ACM):
Click the link below to view the Navigating ACM: A Guide to the HubSpot Transition PowerPoint PDF:
Click the link below to learn how to link a customer (lead) to the registration after booking:
How To Link Customer – After Booking
Click the link below to see the step-by-step process of adding a customer to ACM:
Click the link below to see how to cancel leads and clean up your job grid in ACM.
How to Cancel & Clean Up Leads
Questions?
If you have any questions please don’t hesitate to reach out to one of the contacts below:
Abbie Lawrie, Marketing Coordinator
Jackie McCulloch, Marketing Manager
