Knowledge Base
Widget - Telephone Inquiry
This article will guide you through how to use the Telephone Inquiry Widget.

Requirements - A Master Admin login or a staff type that has the Telephone Inquiry Widget on their dashboard and/or the permission to unlock their dashboard. 

Viewing The Telephone Inquiry Widget






This action widget allows you to add a new prospect and classify them as the contact type Telephone Inquiry. Later you will be able to filter your prospects by contact type; under Prospects > All Contact Methods. 

NOTE: if you are a LeadSpeak club, you will see the contact method as an available filter and/or detail when on your Lead Management Dashboard on your Leads and Activity categories. For more information on navigating your LeadSpeak Lead Management Dashboard, click here




After you add a new prospect, you will have a few options as to how you want to proceed. 
Work It - This will bring up the work it tool, allowing you to immediately log a contact with this new prospect. 
Select A Quick Link - This drop-down allows you to select to go tot the following pages: Make A Purchase, Prospect's Home Page, Prospects Goals Page, Prospects Nutritional Page. 
Reset - This will reset back to the add form for adding a telephone inquiry. 



Related Articles: 

Complete Widget Directory
Manage Your Dashboard


 
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