Markets And Lead Details

The Markets tab is where you say what you sell, and which extra questions each kind of lead should answer. Open Settings, then Client Relations Manager, then Markets. It needs the Manage CRM Settings right.

A market is your own name for something you sell, such as "Home Purchase Loans" or "Solar Installs". Lead sources, pipelines and sales scripts all belong to a market, so this is the first thing a new organization sets up.

Your Markets

One card per market. Each card shows the market's name and description, what it sells, whether its leads are companies or people, what someone must do before accepting another lead, whether quotes are on, and how many lead detail forms it carries.

• Show Markets: Active / Archived switches between markets in use and archived ones.
• Drag the cards into order. The first market is the one the Leads page opens on, marked Leads Opens Here.
• More Actions on a card has Archive (or Reactivate for an archived market).
• Click a card to open the market.

Archiving A Market

Archiving hides a market from new leads, vendors and imports, but keeps every lead it already has. Markets are never deleted. An archived market opens read only; Reactivate brings it back.

Add A Market

Add A Market walks you through four short steps. From the second step on, Create Now creates the market straight away and leaves the remaining steps for later; you can change all of them any time.

1. Basics: the name, an optional description, what you sell and who you sell to.
2. Lead Handling: what someone must have done on their current leads before accepting another one.
3. Quotes & Commission (optional).
4. Lead Details (optional): attach forms of extra questions, or create one right there.

Basics

• Market Name: what your team calls it. It shows in the market switcher, on leads and in reports.
• Sale Type: Service (you do work for the customer, such as a loan, a repair or a consultation) or Product (you sell a thing, such as panels or equipment), then its Kind: Residential Mortgage, Commercial Mortgage or Custom for a service, Custom for a product. The kind decides which features fit the market's leads. A mortgage market also shows Open Loan System Settings.
• Lead Type: Track Company Name if you sell to businesses (a lead reads "Acme Roofing (Jane Doe)"), or Individual Only if you sell to people (a lead reads "Jane Doe").

Lead Handling

Two switches decide whether a member can accept a new lead in this market:

• Require A Status Change. On: a member who still has an untouched lead must first move it off its starting status, for example to Contacted. Off: statuses do not hold anyone back.
• Require A New Note. On: a member must write at least one note on each lead they hold, for example "Left a voicemail". Off: notes do not hold anyone back.

With both off, members can accept new leads at any time.

Quotes & Commission

• Turn On Quotes. On: every lead in this market has a Quotes tab for priced proposals. Off: no Quotes tab. A mortgage market usually leaves this off, because it sends Loan Estimates instead.
• Default Terms and Quote's Future Contact: who new quotes name as the contact: the Assigned Agent, Adjustable Per Quote, or One Named Person.
• Default Commission: a figure approvers start from and can change. Clear Default leaves approvers to fill it in each time.

Lead Details In A Market

The market's Lead Details part lists the forms attached to it, in the order they show on a lead. Attach A Form adds one from your library, Create A Form builds a new one and attaches it, and Detach takes one off. Drag the forms, or use the arrows, to change their order.

What Your Team Sees

Beside the settings, a preview shows a new lead in this market as it stands before you save: the contact fields, the fields shown when adding a lead, and what applies in this market (quotes, company or individual, what is needed before the next lead). Use it to check your changes before pressing save.

Lead Details

Lead details are the extra questions a lead carries beyond name, phone and email, such as a property type or a budget. You group them into forms, build each form once here, and attach it to every market that needs it. These fields live on the lead inside Kamo; they are not a web form for your website.

Each form card shows its rows and fields, how many are shown when adding a lead, how many are required, and which markets use it. A form no market uses is marked Not In Use. More Actions has Open, Duplicate and Delete. Deleting a form that markets use warns you first: its fields stop showing on their leads.

Building A Form

Create A Form opens the form editor:

• Form Name and an optional Description. The name shows above its fields on a lead.
• Rows Of Fields: fields in the same row sit side by side. Add A Row, then Add A Field, and choose the kind of answer from the gallery: Short Text, Long Text, Money, Date, Date And Time, Drop Down, Radio Buttons, Pick Several, Check Box, Address, US State or US Social Security Number. Drag fields between rows and rows into order. A row can carry a short note for the person filling it in.
• How It Looks shows the form as it stands, before you save.

Open a field to set it up:

• Label: the question people answer, for example "Property Type".
• Required. On: a lead can't be saved without this answer, and it always shows when adding a lead. Off: it can be filled in later.
• Show When Adding A Lead. On: the field is on the new lead form. Off: it shows only on the lead afterwards, which suits something like a closing date.
• Settings for the kind of field, such as the choices of a drop down, the currency of a money field or the country of an address, and an answer to start with.
• Advanced › Saved As: the name the answers are stored under, used by imports and reports. Change it only if no lead has answered the field yet.

Example: a roofing company builds a "Project Details" form with Roof Type (drop down, shown when adding a lead) and Install Date (date, filled in later), and attaches it to its Roof Replacement market.