What is a Lead?
A lead created in Jobman allows you to manage the required workflow from start to finish prior to it being updated to either 'Job Won' or 'Job Lost'. A typical lead workflow will see you create and send quotes to your customer, see the quote become accepted, then convert the lead into a job.
Lead Features
- Lead Creation
- Lead Management - Sales Process
- Capture Lead Details and Information
- Lead Emails - Sent & Received
- Add & Create Lead Files
- Create & Follow a Lead Workflow
- Add Item Specifications
- View all Lead Activity from the Dashboard
- Create & Send Quotes
- Accept Quotes & Create Invoices
- Convert a Lead into a Job
- Lead Reporting & Forecasting
Ready to Create a Lead?
Click here: How to Create a Lead
More Questions? See relating Lead links below: