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FLeaTS User Manual
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FLeaTS
4
Installing FLeaTS
4
Where to get help
5
Logging on and changing your password
6
Creating a new client
8
Creating a new record for a returning client
9
Your client list
10
Opening, editing and updating a client record
10
Creating a split lead
11
Editing Client contact details
11
Adding additional contacts to a client’s record
12
Receiving a company generated lead
The Lead Sheet
13
14
Lead statuses
Lead status usage
15
15
Create a custom view
16
Sending an email from FLeaTS
Sending an email to a single client
Sending an email to a group of clients
Creating standard email templates
Sending a standard email
Sending an appointment email
18
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23
Reassigning a lead
24
Deactivating a lead
24
Reactivating a lead
25
Searching for policy, forms and lender information
BloomSEARCH
26
Invoicing and financial
28
Claiming your commissions
Draft Invoice
Final Invoice
Income forecast
Past invoices
Claiming exceptions
28
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30
Creating and maintaining lender accreditations
Adding an accreditation
Editing and deleting lender accreditations
Loan Comparison Software and
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Product Information
Product matrix
V02022011DH
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