Information on how to manage Leads in MCA Suite

What is a Lead?
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
How come I do not see the Leads tab on my MCA Suite instance?
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
How do I use Qualifying Questions?
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
What happens to declined leads?
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
How do I assign leads?
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