What is a Lead?
A lead refers to the sales process during which you communicate with a contact, create and send quotes to them, and ideally win a job.
In Jobman, a lead is generated from a contact, and will contain a lead workflow with a number of steps, including creating and sending one or more quotes.
At the end of your workflow, the lead will either accept your quote and end in the Job Awarded status, or will reject your quote and end in the Job Refused status.
Lead Features in Jobman
- Lead Creation
- Lead Management (Sales Process)
- Capture Lead Details and Information
- Send and Receive Lead Emails
- Upload Lead Files
- Create and Complete Lead Workflows
- Add Lead Item Specifications
- View all Lead Activity from the Dashboard
- Create and Send Quotes
- Have Quotes Accepted and Create Invoices
- Convert a Lead into a Job
- Lead Reporting and Forecasting
Next Step: How to Create a Lead
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