Selecting a Lead (Address)

When Do You Need This?

You'll see the Select Lead modal when:

• Creating an opportunity - System asks you to pick an address
• Customer has multiple addresses - You need to choose the right one
• Address info is missing/wrong - You need to fix it before booking

Step 1: Click the Location Badge

Look for the location badge (eye icon) on your task screen.

What happens: The Select Lead modal opens showing all customer addresses.

Step 2: Select a Lead

In the modal, you'll see a list of customer addresses.

1. Look at the addresses - Each shows street, city, and status badges
2. Click the radio button next to the correct address
3. Click "Select Lead" button at the bottom

Step 3: If Building Type is Missing

Sometimes the system needs more info before you can select:

1. Building Type dropdown appears - Select the correct type (House, Apartment, etc.)
2. Is Authorized checkbox - Check if customer confirmed they're authorized
3. Fill these in → Then click Select Lead

Step 4: Adding a New Address (Optional)

If the customer's address isn't in the list:

1. Click "Add Address" button
2. Fill in the address form
3. Select the new address

Step 5: Editing an Address (Optional)

If the address info is wrong:

1. Click the pencil icon next to the address
2. Edit the fields (street, building type, authorization)
3. Save changes
4. Select the corrected address

Common Badge Issues

"Out of Service Area" 🔴

Address is outside your company's service zone.

• Ask customer: "Do you have another address we can service?"
• Can't fix this - escalate if customer insists.

"Not Authorized" 🔴

Customer hasn't confirmed they're the property owner or authorized to schedule.

• Ask customer: "Are you the property owner, or do you have permission to schedule service here?"
• Fix: Click pencil icon → Check "Is Authorized" box → Save

"Building Type Not Served" 🔴

Your company doesn't service this type of building (e.g., commercial buildings).

• Ask customer: "Is this a house, apartment, or business?"
• Fix (if wrong): Click pencil icon → Change Building Type → Save
• Can't fix if correct - escalate or try another address.

"Location Type Not Served" 🔴

Your company doesn't service this location type.

• Ask customer: "Do you have another address?"
• Fix (if wrong): Click pencil icon → Change Location Type → Save
• Can't fix if correct - escalate or try another address.

Address is completely wrong?

Click pencil icon to edit, or use "Add Address" to create a new one.

Quick Tips

• Always verify address with customer before selecting
• Building type matters - It affects appointment scheduling
• "Is Authorized" checkbox - Customer must confirm they can schedule for this address
• Multiple addresses? - Ask customer which one they want service at
• Can't find address? - Use "Add Address" to create it

Related Pages

• Booking Appointments - After selecting a lead
• First Task Walkthrough - Complete task flow