Ninja Number: Marking a Lead

You can mark incoming calls to identify them as one of five types:

• Inquiry
• Initial Contact
• Qualified Lead
• Customer
• VIP

See the following sections for instructions on marking calls in the Dashboard or in the Ninja Number app.

Mark a Call in the Dashboard

To mark a call in the Ninja Number Dashboard:

1. Go to your Dashboard and click the Contacts menu item to go to the Contacts page.
2. Locate the contact you wish to mark and, in the Actions column, click the pencil icon to edit that contact.
3. On the Edit Contact page, go to the Type drop-down menu and select the lead type you want to assign to the contact.
4. At the bottom of the Edit Contact page, click the Submit button to save your edit.
5. The contact is now marked with the lead type you assigned.

Mark a Call in the Ninja Number App

 To mark a call in the Ninja Number app:

1. Go to the app.
2. Tap the Contacts button at the bottom of the main screen to go to the Contacts screen.
3. Locate the contact you wish to mark and tap it.
4. The Customer Type is listed at the top of the info screen for you selected Contact. Tap the Contact Type drop-down.
5. Select the desired Contact Type for the contact.
6. The selected Contact Type is automatically saved.
7. Tap the Back button to return to the main Contacts listing.