USING FILLQUICK IN THE MOBILE APP
1. Go to the Canvass and zoom in on the house you are marking. Click on the half circle with the house and *select a lead status from the list.
*It may be a good idea to create a "FillQuick" lead status however this is entirely up to you.
2. Next, tap on the actual house on the map to drop the lead status pin. Then, select the pin you just dropped on the map and you will see the address pull up from bottom. Select the edit button (circle with a pencil in it) and you'll be taken to the Lead Detail page.
3. Fill out all the Contact Info as well as any desired notes (at the bottom). Select the Web Connect button (top right button with two dots connected to one dot).
4. From the list of options (each company will look a little different) select FillQuick.
5. Login to your FillQuick account.
6. If the connector was set correctly, any basic info (contact info, notes) filled out in SalesRabbit should pass over automatically to the FillQuick fields.
7. After filling in any other information, scroll down to the bottom and select "Create Lead" to create the lead in FillQuick.
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