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All incoming leads are gathered in Project Support > Contact Requests.

In the upper toolbar, you are able to:

• switch between End User forms and Other Profile forms
• filter by campaign (if you configured several campaigns)
• use the searchtool to spot one concrete lead, or to view the leads assigned to a certain PRO Partner ie. 

 

End User (only)

Incoming leads are classified in chronological order from newest to oldest, with the following exception rules to take into account 'unexpected' events that you should follow-up personnally:

• if a lead has not been taken by any PRO Partner or Service Partner within 48 hours, the leads move upwards with an exclamation sign  
• if a lead does not match the accreditation scheme + working area + lead type of work of any PRO Partner or Service Partner, the leads move upwards with a bell sign   and is highlighed in red
• if a lead was rejected by a PRO Partner or Service Partner: 'rejected leads' are displayed on top of the list so that you can follow up personnaly 

 

You are able to take action on the lead, by clicking on 

If the user made a mistake by filling in the form, you are able to change the settings of the lead like the System Type, Application, and Type of Work. 

You are able to change the Status of the lead:

• Available
• Assigned
• Dismissed
• Managed internally by Panasonic
• Rejected
• Closed

In the tab 'Assign', you are able to assign a lead manually to the PRO Partner or Service Partner of your choice. In the dropdown list, PRO Partners or Service Partners who meet the accreditation scheme + lead type of work + working area are displayed:

1. in 'geographical' order, from clothest to farthest
2. and then, in alphabetical order (in case some of the PRO Partners or Service Partners are not assigned any Working Area).

Finally, you are able to view the feedback of the PRO Partner / Service Partner in the tab 'ProPartner Questionnaire' and the feedback of the End User in the tab 'EndUser Questionnaire'

 

Other Profiles

Incoming leads with the User profiles (Installer, Shop, Wholesaler, Architect/Engineer) are classified in chronological order from newest to oldest.

If a lead has not been processed within 48 hours, the leads move upwards with an exclamation sign  

If the user made a mistake by filling in the form, you are able to change the settings of the lead like the System Type, Application, and Type of Work. 

You are able to change the Status of the lead:

• Received
• Done
• Fwd Customer Hotline
• Fwd Sales Dpt
• Fwd Engineer Dpt
• Fwd Technical Dpt
• Dismissed

If you defined several emails to receive the incoming leads in Project Support > Lead Campaigns > Notifications, contact forms are sent automatically to the corresponding team members. Please make sure that the actions you take in the Admin Area are consistent with the possible actions your colleagues might take separately to respond to the users' enquiry.