Leads
Information on how to manage Leads in MCA Suite
MCA Suite has Contact Statuses associated with all the "Person" records. A lead is any Contact (Person record) that is a Merchant and has a Contac...
Thu, 29 Jun, 2017 at 3:25 PM
The Leads tab is a configuration setting for MCA Suite. By default, the Leads tab is hidden. To enable the Leads tab, go to Admin > Setup > Account Co...
Thu, 29 Jun, 2017 at 3:26 PM
If you have set up a list of Qualifying Questions on your MCA Suite instance (How do I setup Qualifying Questions?), the questions will appear on all Person...
Thu, 21 Jan, 2016 at 9:44 AM
When a lead is declined, it is put into "Declined" status and removed from the Leads Page, but remains as part of your Contacts pool (will...
Fri, 19 Feb, 2016 at 11:06 AM
Please refer to this article first for information about leads and how to create them. 1) If you are MANUALLY CREATING leads, you can assign them from t...
Tue, 6 Jul, 2021 at 3:09 PM