Name: Module 4.3 viewing and converting prospective canvassed customers
SKU: Squeegee
Rating: 4.7 (81 reviews)

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**MODULE 4 - CANVASSERS**

**4.3: viewing and converting prospective canvassed customers**

Admins will receive an alert when a new canvassed customer has been saved. 
They can press in this to:
- view the customer details, 
- add an appointment, 
- a quote or 
- a job 

and once they have a booked in job, they disappear from the canvassing list on the canvasser role. 


By the end of this unit, you'll know how you'll be notified of newly canvassed customers, how to view them and follow up by either sending a quote or booking an appointment/job schedule. 

Module 4.3 viewing and converting prospective canvassed customers

By the end of this module, you'll be able to add newly canvassed customers to the system as a canvasser without the job editor role,  and know how admins can action creating quotes for these customers.

Module 4.1 Adding prospective new customers to the canvassed list

By the end of module 4.2 you'll be able to add new jobs and quotes onto newly canvassed customers, and know that once a job has been booked and confirmed by an admin, these customers will be removed from the list. 

Module 4.2: Adding jobs and quotes for canvassers with the job editing role

04 Canvassers

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Module 4.3 viewing and converting prospective canvassed customers

By the end of this unit, you'll know how you'll be notified of newly canvassed customers, how to view them and follow up by either sending a quote or booking an appointment/job schedule.

Module 4.1 Adding prospective new customers to the canvassed list - 2 mins

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