Lead Information

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Lead Information

Program Navigation: toolbar > Leads > Insert > Lead Dashboard > Lead Information

·The lead tab focus on the lead information. With fields to capture the basic lead information such as Name, ID number and contact information.

·Additionally spouse information can be captured based upon the marital status selected.

·There is also fields available where you can specify from where you acquired the lead and which marketing campaign brought in the lead.

·It can also be separately specified to which branch and Debt Counsellor the lead is assigned to if your organization has multiple branches and Debt Counsellors.

Click on the following headings to expand:

Minus18 [1]Lead

Minus18 Applicant

This form allows the user to capture the lead's information.

This is an example of the applicant tab

Minus18 The following can be found on the Applicant:

·Referred from:

oThis field allows the user to select a referral from the list.

·Lock Referral:

oAllows the user to prevent changes to the "Referred From" field.

·Campaign:

o Allows the user to insert a campaign through which the lead was obtained.

·Debt Counsellor:

oThis field allows the user to select a debt counsellor from the list, this will affect certain debt counsel reports for the lead.

·Branch:

oThis field allows the user to select a branch from the list.

·Surname:

oThis field allows the user to insert the lead's surname.

·First Name:

oThis field allows the user to insert the lead's first name.

·Nick Name:

oThis field allows the user to insert the lead's nick name.

·ID number:

oThis field allows the user to insert the lead's ID number.

·Not SA Citizen:

oThis check-box indicates whether or not the lead is a South African Citizen.

·Birth date:

oThis field allows the user to insert the lead's Birth date, automatically filled in when a valid ID is inserted.

·Gender:

oThis field allows the user to insert the lead's gender, automatically filled in when a valid ID is inserted.

·Race:

oThis field allows the user to insert the lead's race.

Number of dependents:

oThis field allows the user to insert the number of dependents.

Marital Status:

oThis field allows the user to insert the marital status of the lead, using the following marital statuses or marital status combinations will enable the "Spouse" tab:

o"Married" with "Community Of Property"

o"Married" with "Joined Application"

o"Divorced" with "Joined Application"

o"Co-inhabited" with "Joined Application"

o"Married By Tradition" with "Joined Application"

·Preferred Communication:

oThis field allows the user to insert the communication method the lead wants to be contacted by.

·Preferred Communication time:

oAllows the user to insert a specific time during which the lead prefers to be contacted.

·Email:

oThis field allows the user to insert the leads email address. Required if "Email" is selected as the "Preferred Communication"

oThis email address will be used when Hyphen sends the monthly consumer statements to the lead.

·Send Hyphen lead statements to DC email only:

oAllows the user to instruct Hyphen to send this specific lead's consumer statement to the DC email only.

·Home:

oThis field allows the user to insert the applicant's home telephone number.

·Home 2:

oThis field allows the user to insert the applicant's second home telephone number.

·Cell:

oThis field allows the user to insert the applicant's cell number.

·Work:

oThis field allows the user to insert the applicant's work telephone number.

·Fax:

oThis field allows the user to insert the applicant's fax number.

·Street Address:

oThis field allows the user to insert the lead's street address.

· CopyC Copy Street address to Postal address:

oAllows the user to copy all inserted street address fields directly to the postal address fields.

·Postal Address:

oThis field allows the user to insert the lead's postal address.

Spouse

This form allows the user to insert the spouse's information.

This is an example of the Spouse tab

Minus18 The following fields can be found in the leads form:

·Spouse surname:

oThis field allows the user to insert the lead's spouse's surname.

·Name of spouse:

oThis field allows the user to insert the lead's spouse's name.

·ID number of spouse:

oThis field allows the user to insert the spouse's ID number.

·NCR Number:

oThis field allows the user to insert the lead's NCR number.

·Birth Date of spouse:

oThis field allows the user to insert the lead's birth date.

·Living apart from spouse:

oThis check box allows the user to identify if the spouse is living apart from the lead.

·Race:

oThis field allows the user to insert the spouse's race.

·Gender:

oThis field allows the user to insert the lead's gender.

·Email:

oThis field allows the user to insert the spouse's email.

·Home:

oThis field allows the user to insert the spouse's home telephone number.

·Cell:

oThis field allows the user to insert the spouse's cell number.

·Work:

oThis field allows the user to insert the spouse work telephone number.

·Fax:

oThis field allows the user to insert the spouse's fax number.

· CopyC Copy Street address from applicant:

oAllows the user to copy all inserted applicant street address fields directly to the spouse address fields.

·Spouse address:

oThis field allows the user to insert the spouse's address.

·Town:

oThis field allows the user to insert the spouse's town.

·Postal Code:

oThis field allows the user to insert the postal code for the spouse's.

·Postal Address:

oThis field allows the user to insert the postal address for the spouse's.

Minus18 [2]Employment

This form allows the user to insert and change the details regarding the lead's employment information.

This is an example of the Employment tab

Minus18 The following are found on the employment form:

·Not Employed:

oThis check-box allows the user to mark the lead as unemployed and therefore bypass the lead's employment information, this will also change the "Occupation" field to "Un-employed Reason"

·Employer:

oThis field allows the user to select an employer for the lead.

·Employer Address:

oThis field simply displays the Street Address of the selected employer.

·Employee No:

oThis field allows the user to insert the lead's employee number.

·Employment Date:

oThis field allows the user to insert the lead's employment date.

·Occupation:

oThis field allows the user to select the sector the lead's profession is in.

·Un-employed Reason:

o(only available if the "Not Employed" check-box is checked) - Allows the user to insert a reason for the lead's un-employment.

·Employment Sector:

oThis field allows the user to insert the sector the leads profession is in.

·Is a salary increase due in the next 12 months:

oThis allows the user to indicate whether or not the lead will be receiving a salary increase within the next 12 months, this is also displayed on the form 16A report.

Minus18 [3]Financials

This form allows the user to insert and change the information regarding the lead's financial details.

This is an example of the Financials tab

Minus18 The following are found on the Financials form:

·Collection Type:

oThis field allows the user to select the collection type:

·Debit Order: This option will instruct the PDA to debit the lead's account each month, this also locks the "Payment Frequency" to "Monthly" and makes the bank account info fields required and will send this info to the PDA when the lead is uploaded.

·Stop Order: This option will instruct the PDA to await payment from the lead by way of a Stop Order set up by the lead, the lead's bank info will not be uploaded to the PDA.

·EFT: This option will instruct the PDA to await payment from the lead by way of an Electronic transfer made by the lead, the lead's bank info will not be uploaded to the PDA.

·Cash: This option will instruct the PDA to await payment from the lead by way of a Cash Deposit made by the lead, the lead's bank info will not be uploaded to the PDA.

·Clear Bank Information:

oThis control will allow the user to clear the lead's currently inserted bank details, the current bank details will also be copied to the "Previous Bank Account Info" field before clearing.

·Payment Frequency:

oThis field allows the user to select the frequency with which the lead will make payment to the PDA.

·Monthly: This option will instruct Hyphen to wait for the total received amount to equal 60% or more of the expected amount or for the action date to arrive.

·Weekly: This option will instruct Hyphen to wait for the total received amount to equal 100% of the expected amount or for the action date to arrive.

·Bi-Weekly:This option will instruct Hyphen to wait for the total received amount to equal 100% of the expected amount or for the action date to arrive.

·Bank Account No:

oThis field allows the user to insert the leads bank account number.

·Bank Name:

oThis field displays the leads bank name (Automatically inserted when a valid Bank branch is selected).

·Branch:

oThis field allows the user to insert the bank branch number, or to select the branch from a list (The bank branch name is inserted automatically when a valid Bank branch is selected).

· CopyC Copy Bank Info To Notes:

oThis control allows the user to copy the lead's bank info directly to the "Previous Bank Account Info" field in text format.

·Bank Account Type:

oThis field allows the user to insert the lead's account type.

·Action Day Type:

oThis field allows the user to select the action day type:

·Use Action Day: Allows the user to edit the "Action Day" field.

·Last Day of Month: Allows the user to edit the "Last "Weekday" of Month" field.

·Action Day:

oAllows the user to insert a specific day that will be used for each month on the payment plan.

·Last "Weekday" of Month:

o(available when "Action Day Type" "Last Day Of Month" is used) - Allows the user to insert a last specific weekday that will be used for each month on the payment plan.

·December action day:

oAllows the user to insert a specific day that will be used for each December month on the payment plan.

·Lock Bank Information:

oAllows the user to prevent any changes from being made to the lead's bank information.

·Copy bank info to notes:

oThis control allows the user to copy all specific populated bank information fields to the "Previous Bank Account Info" text box.

·Annual Escalation:

oThis field allows the user to insert the percentage that will increase the lead's affordability.

·First Escalation date:

oThis field allows the user to insert the date when the lead's affordability will increase for the first time.

·Repo Rate:

oThis field displays the Repo rate.

·CPIX:

oThis field displays the CPIX.

·Aftercare Fee Type:

oThis field allows the user to select the aftercare fee type.

·Default:

oThis will make use of the company's default aftercare Fee values for the lead's proposal.

·Custom:

oThis will allow the user to insert customized Aftercare fee rates and maximum figures for the lead.

·AC Fee % ( First 24 Months):

oThis field displays the AC Fee for the first 24 months, will be available to edit if the Aftercare fee type is "Custom".

·AC Fee % ( After 24 Months):

oThis field displays the AC fee after 24 months, will be available to edit if the Aftercare fee type is "Custom".

·Maximum AC Fee:

oThis field displays the Maximum AC fee, will be available to edit if the Aftercare fee type is "Custom".

Minus18 [4]Case

This form allows the user to insert and change the details of the lead regarding the case of the lead.

This is an example of the Case tab

Minus18 The following are found on the case form:

·Status:

oThis field allows the user to select a status for the lead:

·Accepted: This appears as Option B on the form 17.2.

·Rejected: This appears as option A on the Form 17.2, it also makes the "Reject Reason" field available to edit.

·Terminated: This option will mark the lead as locally terminated and makes the "Termination Reason" and "Termination Date" fields available to edit, if the lead has been previously uploaded to the PDA: Then the lead must be re-uploaded in order to terminate the lead record at the PDA.

·Restructured: This appears as option C on the Form 17.2.

·All Paid Up:Replaced by the "Terminated" status with "All Paid Up" as the termination reason.

·lead NCR Number:

oThis field allows the user to insert the lead's NCR number.

·Application Date:

oThis field allows the user to insert the lead's application date.

·Debt Help Status:

oThis fields allows the user to select a "Debt Help Status" for the lead.

·Date Form Signed:

oThis field allows the user to insert the date for when the form 16 was signed.

·Accepted Date:

oThis field allows the user to insert the date the lead was accepted for debt counselling.

·Clearance Certificate Date:

oThis field allows the user to insert the date that the clearance certificate was issued.

·lead Default Date:

oThis field allows the user to insert the date on which the lead defaulted.

·Termination Reason:

oThis field allows the user to insert the termination reason.

·Voluntarily Withdrawn:

o This will make the "Voluntarily Withdrawn Reason" field available to select, these reasons are used on the Form 17.W.

·Custom Termination Reason:

o This will make the "Custom Termination Reason" field available to edit, this reason is used on the Form 17.W.

·Reject Reason:

oThis field allows the user to insert the reject reason, only available if "Rejected" is chosen as the lead Status.

·Termination Date:

oThis field allows the user to insert the termination date for the lead, only available if "Terminated" is chosen as the lead Status.

·Affidavit Receive Date:

oThis field allows the user to insert the date for when the affidavit was received.

·Home Owner/Tenant:

oThis field allows the user select an option from a list.

·Court District :

o Allows the user to insert the court district for the lead, this also appears on many debt counsel reports.

·Court Town:

oAllows the user to insert the court town for the lead.

·Document Signed At:

oAllows the user to insert a town at which the documents were signed, this also appears on many debt counsel reports in the "Signed At" section.

·Court Type:

oAllows the user to insert the court type for the lead.

·Court Document Issue Date:

oAllows the user to insert the date on which the lead's court document was issued.

·Date Court Order Granted:

oAllows the user to insert the date on which the lead's court order was granted, this is also needed in order to print a Clearance Certificate (Form 19).

·Case Number:

oAllows the user to insert the case number of the lead.

·Restructure Order Date:

oAllows the user to insert the restructure order date for the lead.

·Attorney:

oAllows the user to insert the Attorney for the lead.

·Court Application Drafted:

oAllows the user to insert the date on which the court application was drafted.

·Confirmatory Affidavit Received:

oAllows the user to insert the date on which the confirmatory affidavit was received.

·Date Application Issued:

oAllows the user to insert the date on which the lead's application was issued.

·Court Date:

oAllows the user to insert the lead's court date.

·Next Court Date:

oAllows the user to insert the lead's next court date.

·Voluntary Consent:

oAllows the user to indicate whether or not the lead has voluntarily consented.

·Legal Status:

oAllows the user to insert a legal status for the lead.

Minus18 [5]Notes

This form includes various text boxes that allow the user to insert notes on a lead.

The "General Note" field can be viewed and edited from this window and from the "lead Info" tab on the lead browse.

This is a example of the Notes tab