Tutorial

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Street Address 1 Profile Management
Intelligent Lead Selection
NAME
Profile/ Geo/ Laser Leads Veradata…
Street Address 2 B2B (B2C coming soon)
Card Type
Calendar Merge 13cents each
44 You have 15,000,000 leads You have 15,000,000 leads Enhanced Reporting
State43 Zip
Set your Sales Goal with current filters!40 with current filters!40 LOADED $25/month Card #
Setup Who do you sell to? Who do you sell to? Who do you sell to? Recycle Leads? Premium Leads
(Step 2 of 5) City42 Script Management
Exp Date
(Step 1 of 5) (Step 3 of 5) (Business Classes) (Demographics) (Use to auto-generate
Territory Management
Opt-out Messaging
Call Coaching PIN
Ignore Proximity followups) Competition Tracker
Campaign Management (coming soon)
(Step 4 of 5)
Sales Goal ($)
Continue Sell To1 Do Not2 ENTERPRISE $50/month
Multi-User
First Last Avg Sale ($) Emp Local3
Web Services Layer
CRM Integration
Lead Import
Company Name Business Class Recall leads I haven’t called Customization Continue 55,10,11,56 & 22 for LOADED or ENTERPRISE ACCOUNT
Emp Total4 Continue
Begin Date** =Today Businesses in past... Call Center Mode
Advanced Analytics
1
Business Class End Date**= today=1 yr Text
Revenues 5
[#days] Days***
What do you sell? Loc?6
Consumers A….. Recall leads if they weren’t
Affiliate76 (coming soon) MFG?7
interested after...
01…. [#days] Days***

02….
Sell To A, B(11, 15)...

Continue Continue Continue Continue Continue

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Business classes, both employee counts,
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2009 Patent Pending

STATE=’S”
API FOOTNOTES
1-PROFILE_LOV P_PARAM= SELL TO
2-PROFILE_LOV P_PARAM=DO NOT SELL TO
3-PROFILE_LOV P_PARAM=LOCAL EMPLOYEE COUNT
4-PROFILE_LOV P_PARAM=TOTAL EMPLOYEE COUNT
Sign In14,9 5-PROFILE_LOV P_PARAM=ANNUAL REVENUE
6-PROFILE_LOV P_PARAM=ORGANIZATION LEVEL
FOOTNOTES 7-PROFILE_LOV P_PARAM=MANUFACTURING LOCATION

** - refers to static LOV sets provided by 9-USER_GET

Email 10-USER_NEW
UI (ie calenders, static values) 11-PROFILE_PREFS_PUT (once per preference)

Password 14. USER_LOGIN

*** - default to 30
Continue 21. PROVIDER_LOV
22. PROVIDER_PUT

40. USER_LEAD_GET_COUNT
Forgot Password? 41. RATING_IMAGE_GET
42. CITY_FIND
43. STATE_FIND
44. ZIP_FIND
Remember 45. ADDRESS_GET
Password? 55. CUST_NEW(INTERNAL ADMINS ONLY)
56. SUBSCRIPTION_NEW
Tutorial 76. AFFILIATE_LOV

Password
I’d like the device to
remember password if
user chooses that
option.

OneLead 2009 Patent Pending

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