Resulting in CENTAH

Heavenly Greens — recording the outcome of every Costco appointment (Sale or No Sale)

Open the lead → Quote it — same day → Sell it or note it
Start hereSale or No Sale? Path 1Sale Path 2No Sale

Quick navigation

  1. Sale or No Sale? — the two paths, and the spine they share
  2. Resulting a Sale — quote it, sell it, and trigger the member's payment email
  3. Resulting a No Sale — quote it and record what happened in Lead Notes
  4. Cheat sheet — both paths at a glance

Related guides: HG Appointment Guide — booking & rescheduling · Costco Contract Guide — building & signing the contract.

Start here — did the member buy?

Every appointment gets resulted in CENTAH the same day — the only question is which path.

Yes → Sale

Quote the lead, then Sell the lead. Selling triggers the email from Costco that sends the member to the Member Payment Portal.

No → No Sale

Quote the lead anyway — same day, no exceptions — then record what happened in Lead Notes.

Both paths start the same way: log in → Dashboard → open the lead → fix any member info → Quote Lead. They only split at the last step.

The standing rule — notes on every single contact

Every single time you contact, or attempt to contact, any Costco member, you must enter the notes. No exceptions. And remember: Costco has access to these notes — keep every note professional.

Path 1

Resulting a Sale

Quote the lead, sell the lead — and CENTAH tells Costco to collect the member's payment.

What you do

  1. Log in and open the lead from the Dashboard
  2. Correct member info if anything is wrong
  3. Quote the lead — same day, tax 0, Shop Card 10%
  4. Sell the lead — work dates 90+ days out, all four payment boxes filled
  5. Costco emails the member to pay in the Member Payment Portal

1. Log in and open the lead

Log in at costcous.centah.com. Click the Dashboard button along the top, then click the member's Lead # on the left of the screen — it's the blue link that opens the lead.

 CENTAH — Dashboard
Lead #MemberStatus
10482913J. MemberAppointment ran
10482877A. MemberScheduled
rendered previewThe blue Lead # link opens the lead.

2. Fix any member info while you're in the lead

If anything in the lead needs correcting — email address, member number, phone number, spelling — fix it here. Type the correction into the box and click Update Member Information on the left, about midway down the page.

A wrong email here means the member never gets the payment email — check it before you move on.
 Lead — member information
Email
member@example.com
Member #
111888222
Update Member Information
rendered previewCorrect anything wrong, then click Update Member Information.

3. Quote the lead — the day you quote it

A lead must be quoted in CENTAH before it can be sold. Click Quote Lead on the right side, about three-quarters down the page — this opens the Quote Lead page.

  • Quote day = today. The quote goes into CENTAH the day you do it.
  • Sales tax = 0 — and you need to actually enter the 0.
  • Shop Card = 10% of the quote amount.

Then click the Quote Lead button.

NO EXCEPTIONS: the quote is entered in CENTAH the same day you quote the member.
There are exceptions to the 10% Shop Card amount — they require additional training. If you think you have one, ask before you enter it.
 Quote Lead
Quote date
Today ✓
Sales tax
0
Shop Card amount
10% of quote
Quote Lead
rendered previewSame-day quote, tax 0, Shop Card 10%.

4. Sell the lead

Click Sell Lead on the right side, about three-quarters down the page — this opens the Sell Lead page.

  • Sub Total and Total Amount auto-populate with the quote amount. If the actual sale amount is different, adjust it.
  • Sales tax = 0.
  • Work Start and Work End dates: pick a date 90 or more days out.
  • Shop Card = 10% of the total (same additional-training exceptions apply).
  • All four payment boxes must have a value, even if it's 0: Third-Party Financing, Check, Costco Shop Card, and Credit/Debit Card. Fill them out accordingly.

When done, click Submit Sold Details.

ESSENTIAL — NO EXCEPTIONS: Work Start and Work End dates must be 90 or more days out.
 Sell Lead
Total amount
Auto-filled from quote — adjust if different
Work start / work end
90+ days out
ESSENTIAL — no exceptions
3rd-party financing
$ …
Check
$ …
Costco Shop Card
$ …
Credit / debit card
$ …
Submit Sold Details
rendered previewAll four payment boxes get a value — even if it's 0.

5. Costco takes it from here — the member pays in the portal

What happens behind the scenes: the moment you submit sold details, Costco emails the member prompting them to enter their payment information in the Member Payment Portal.
The member must have a Costco.com account to use the payment portal. If they don't have one, they'll need to set one up — tell them that at the table so the email doesn't stall them.
 Member's inbox
Email from Costco
Your Heavenly Greens project is confirmed — please enter your payment information in the Member Payment Portal.
rendered previewSelling the lead triggers Costco's payment email automatically.
Path 2

Resulting a No Sale

No sale doesn't mean no result — the quote still goes in the same day, and the story goes in the notes.

What you do

  1. Log in and open the lead from the Dashboard
  2. Correct member info if anything is wrong
  3. Quote the lead — same day, tax 0, Shop Card 10%
  4. Enter your appointment notes in Lead Notes and save

1. Open the lead and quote it — exactly like a sale

The first steps are identical to the Sale path: log in at costcous.centah.com, click Dashboard, click the blue Lead # link, and correct any member info with Update Member Information.

Then quote the lead: Quote Lead button on the right, quote day = today, sales tax = 0 (enter the 0), Shop Card = 10% of the quote amount, click Quote Lead.

NO EXCEPTIONS: the quote goes into CENTAH the day you do it — even when the member doesn't buy.
 Quote Lead
Quote date
Today ✓
Sales tax
0
Shop Card amount
10% of quote
Quote Lead
rendered previewSame-day quote — sale or no sale.

2. Enter your appointment notes

Now record what happened: how it went, how likely they are — or aren't — to buy, and anything pertinent. Scroll to the bottom of the lead to the Lead Notes section. Click into the text box at the bottom of the section and type your note. When you're done, click Save Lead Notes.

What happens behind the scenes: CENTAH time- and date-stamps the note and assigns it to you.
Costco has access to these notes. Keep it professional — every note reads like Costco is reading it, because they can.
 Lead Notes
New note
Met with member, presented quote. Considering options — wants to compare with one other bid. Follow-up call set for Friday.
Save Lead Notes
rendered previewThe note gets time-stamped and assigned to you on save.

3. And every contact after this one

EVERY SINGLE TIME you contact, or attempt to contact, any Costco member — enter the notes. NO EXCEPTIONS. Calls, voicemails, texts, follow-ups, no-answers: if you reached out, it goes in Lead Notes.
 Lead Notes — history
Mon 10:15 AM
Left voicemail re: follow-up on quote.
Wed 2:40 PM
Spoke with member — still comparing bids, call back next week.
Fri 9:05 AM
Attempted call, no answer. Will try again Monday.
rendered previewEvery contact and every attempt, noted.

Cheat sheet — both paths

Sale

  1. Log in → Dashboard → Lead #
  2. Fix member info if needed
  3. Quote Lead — TODAY, tax 0, Shop Card 10%
  4. Sell Lead — dates 90+ days out
  5. All 4 payment boxes get a value (even 0)
  6. Submit Sold Details → Costco emails the member to pay

No Sale

  1. Log in → Dashboard → Lead #
  2. Fix member info if needed
  3. Quote Lead — TODAY, tax 0, Shop Card 10%
  4. Lead Notes: how it went, buying likelihood, anything pertinent
  5. Save Lead Notes
  6. Note EVERY contact & attempt after
Quote it the day you quote it. Sell it 90+ days out. Note every contact. No exceptions.
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