Gatekeeper & Leads
Learn how to track customer traffic in your store and convert them into sales.
37 articles
Gatekeeper
Understand how to monitor your customer traffic.
- All Location reporting in Gatekeeper
- Gatekeeper General Settings
- Creating Rejection Types for Ups
- Gatekeeper - Rejecting an Up
- Gatekeeper - Reporting Area Overview
- Gatekeeper Scoreboard Metrics
- Gatekeeper - Skipping an Up
- Gatekeeper - Transferring an Up
- Gatekeeper - Understanding the Auto Promote Conversions Button
- Gatekeeper - Understanding the Customer Tab in the Scoreboard
- Gatekeeper - Understanding the Traffic Tab in Reports
- Gatekeeper - Understanding the Up Acceptance Screen
- Managing the Bench in Gatekeeper
- Managing Unconverted Ups in Gatekeeper
- Missed Ups Filter in Gatekeeper
- Reassigning Ups in Gatekeeper
- Rejected Ups and Notifications in Gatekeeper Reporting
- Reporting for All Ups Events in Gatekeeper
- Text Alert Notifications in Gatekeeper
- Track Customer Traffic using Gatekeeper
- Understanding the Lineup in Gatekeeper
- Understanding the Ups Action Buttons in Gatekeeper
Leads
Understand how to capture, track, and manage customer leads to improve sales efficiency.
- Adding Activities to Leads
- Adding Information to a Lead
- Adding Product Information, Notes, and Assets in Leads
- Converting Leads to a Quote or Order
- Creating a New Lead
- Creating Leads from E-Commerce Inquiries
- Editing the Status of a Lead
- Introducing Leads
- Leads Report
- Leads Settings
- Leads Status & Field Settings
- Permissions in Leads
- Reviewing the Leads Report
- Transferring a Lead
- Updating Lead Statuses