This module will explain how to capture Leads from applicants either directly or from Referrers. You will also see how easy it is to convert a lead to an application with the push of a single button.
By the end of this module you will be able to:
Create Lead
Convert a Lead to an Application
Identify leads from a Referrer
Upload Leads
Topic Summary
3.1 Lead Management
3.2 Create a New Lead
3.3 Leads from Referrers
3.4 Identifying a Lead from a Referrer
3.5 Identifying Online Leads
3.6 Uploading Leads
3.1 Lead Management
On the Navigation Menu is a tab called Leads. This area is for you to capture and track Leads before they turn into an application.
In this section you will see:
Lead Number
Status
Applicant
Referrer
Loan Writer
Region
Entry Date
Last Updated
You can see the Make and Model by clicking the + to expand the box.
There are search fields based on:
Loan Writer
Referrer
Status
Region
Full text search…
3.2 Create a New Lead
There are 2 ways to create a lead:
1. Click 
on the Home screen
2. Click on 
then 
in the top right menu
This screen will look like the Summary tab from within an application. Here you can capture initial lead details.
Once you have entered in the details click 
or the save icon,
. This will keep the lead in the Status of New Lead. Leeds can have 3 different statuses:
New Lead
Lead on Hold
Not Proceeded With
Each Lead will have a section for you to enter in any Comments.
To exit a lead click the exit icon, 
When your lead is ready to become an application, you need to click the lead number which will take you into the lead. Once in the lead click the convert to application icon, 
, which can be found near the status
This will load the application; it may take a few seconds. You will see a message saying Convert successfully.
The application will then load with the lead details already entered. The Lead Number will become the Application Number. The Lead will move out of Leads and into Applications. You can now complete the rest of the application.
3.3 Leads from Referrers
You can create specific access for your referrers, and they can submit a lead into Horizon2 for you to pick up.
The referrer will be able to log into their version of Horizon2 and submit the deal to you via Leads. The referrer will be able to log back into Horizon2 to find out the status of the deal and any notes that contain information you wish to share with them.
For the referrer to submit a Lead to you they need to click on 
and a new screen will load. On this screen the dealer can the enter the lead information:
3.4 Identifying a Lead from a Referrer
When a lead is created by a referrer you will receive a notification alerting you of the lead. This notification will appear on the Leads menu option.
On the Leads page the Lead number will have a clock in front 
,
the Loan Writer field will be empty and there will also be an Assign
button next to the view button.
You can Assign a lead to a Loan Writter in two ways:
By clicking on the 3 dot button, , then Assign
By clicking on
You can then work on this as normal. When you click into a lead the name, contact number and email address of the person that referrer the deal will display in two places:
Under the Referrer User
In the Comments section
You can then write notes back to the referrer by typing notes into Write a comment under the Comments section. To allow the referrer to see the note you need to click the tick box next to Visible to referrer. The referrer will receive a notification in their login that there is an update in the deal.
3.5 Identifying Online Leads
If you have set up an online enquiry form in the web lead settings to accep leads from your internal websites or third-party referrers like a car dealerships website, you will receive these directly to Horizon2 in the form of a new lead.
Any leads received through an online enquiry form that has been set up in Horizon2, will be automatically allocated the referrer source of ‘Online Referrer’
3.6 Uploading Leads
If you receive leads from websites or social media, you will have the ability to upload these leads into Horizon2 on the Leads screen.
One the Leads screen you will be able to download a template to use to upload your load.
To download the template, click and an excel document will pop up in the download
. Once download open the file and enter your lead data. Lead data that can be uploaded into Horizon2 is:
First Name
Last Name
Mobile
Email
Once completed save the document. One the Leads screen click 
, find you file click open then 
One the leads are upload you will receive the below message telling you
how many leads have been imported, click 
to proceed.
On the Leads section in the navigation menu you will see the number of leads that are unallocated to a user.
The leads will appear in the Lead List with no Loan Writer and no Region.
To assign a lead tick the assign button 
on the line you want to allocate then Assign 
.
You can allocate multiple leads at once but selecting multiple lines or by ticking the assign button at the top to select all leads displayed on the page. To allocate even more at once, change the records shown at the bottom of the list from 10 to 20 or 50.
On the Assign pop up select the Region and the Loan Writer from drop-down boxes then click 
Once you assign a lead to a different user/loan writer you will see the following message on the screen letting you know to change search criteria if you need to see the lead.
The loan writer that has been assigned the lead will get a notification in the notification bell of the new lead being assigned to them. The lead will appear in their lead list.
It is important to use the correct format when uploading leads from a spreadsheet into Horizon2 for multiple reasons. The data in Horizon2 will only be as good as the spreadsheet. If some information is not in the right format Horizon2 will have blank fields and for phone number will be added to the comments section instead of the mobile field.
Let’s break down the 3 leads below to see how they upload into Horizon2.
Lead Sam Brown
This lead is formatted correctly. The mobile number is entered in the correct format. The cell in excel has been formatted to Text. Doing this will allow you to but the 0 in front of the number. The number also has no spaces which is consistent with the field in Horizon2.
This lead will import like this into Horizon2:
Lead Mary Smith
This lead is not formatted correctly. The issue is the phone number. The number has spaces and the cell is formatted to General and not Text.
The phone number with spaces is inconsistent with the format accepted by Horizon2. This means the number cannot upload into the correct field. Instead the phone number will become a note in the comments section.
Lead Barry
The lead for Barry has a few issues. Firstly, the First Name field is empty, and the first name appears in the Last Name Field. Secondly, the mobile number is in the incorrect format. Whilst the cell is formatted to text the number itself has +61 on front which is not a compatible format for Horizon2
When a lead like this is uploaded into Horizon2 the First Name field will remain empty, replicating the spreadsheet. The name Barry will appear in the Last Name field. The mobile number will appear in the comments section as a note.
