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