Overview

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How to Use ACM

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Training

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1 year ago

This overview outlines the process for managing customer leads in Atlas Customer Manager (ACM), from the moment a customer submits an instant quote on the Atlas Canada website to scheduling surveys and updating lead progress.

Purpose:
Ensure consistent lead handling, accurate record-keeping, and effective follow-up for all incoming leads.

Key Areas:

1. Lead Creation and Notifications:

  • When a customer submits an instant quote, your agency receives a notification email with a link to ACM.

  • A corresponding file is automatically created in ACM.

  • Clicking the link opens the Customer Job Grid, displaying leads sorted from newest to oldest.

  • Use the tabs (New Lead, Customer Contacted, Survey Scheduled, etc.) to organize and filter leads efficiently.

2. Customer Lookup and Adding New Leads:

  • Use the Customer Lookup function to search by name, phone number, email, or lead ID.

  • If no existing record is found, select Create New and complete required information (postal code, phone, email, etc.).

  • Saving generates a new Business ID for the customer.

3. Customer Details & Business Information:

  • Opening a lead displays the Customer Detail Page with information submitted via the instant quote.

  • Edits or additional details can be added directly in the fields; always save changes.

  • The Business ID record includes:

    • Business Details tab: Tracks lead progress (estimate complete, booked, etc.).

    • National Account Code: Internet leads default to code 6042, automatically flowing into estimates.

4. Scheduling Surveys:

  • Use the Calendar tab to schedule survey appointments for sales reps.

  • Steps:

    1. Click Set Survey Appointment.

    2. Select sales rep, date, and time.

    3. Use Edit Event Details to set precise times, survey type (in-person or phone), and notes.

    4. Submit to create the appointment in ACM.

  • The system automatically updates the lead status to Survey Scheduled.

Key Takeaway:
ACM provides a structured workflow for managing leads, tracking customer interactions, and scheduling surveys—ensuring accuracy, accountability, and timely follow-up from initial contact to survey completion.

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