How to Manage and Edit a Lead
In this article:
Overview of Leads Tab
From the User Menu Panel on the left, click on Leads to view a list of all your leads:
- Use the search bars and/or the multi-select filters on the left to refine your lead search.
- Click into the lead you're wanting to manage, and you will be redirected to the Lead Dashboard.
Lead Dashboard
The Dashboard gives you an overview of the lead number, job status, job type(s), contact name, and site address:
- Click on the lead status at any time to change it.
- Click Update to change the lead number and any other key details such as the contact, lead type(s), site address, etc.
- Use the 3-dot menu options to add lead members or additional contacts, or to delete the lead.
- Click New to create an invoice, item, job, or quote.
Further down the Dashboard, you will see the lead progress bar, Pending Tasks, Notes, and recent Activity:
Read More: Lead Settings: Details, Types and Statuses, Members and Member Types
Lead Info
The Info tab gives you a complete overview of the lead contacts, items, members, workflow, and any custom lead details you may have entered. You can edit this information at any time by clicking Update.
Read More:
Lead Item Types and Specifications
Lead Tasks
The Tasks tab shows you all the tasks contained in the lead workflow. Click on an individual task to view all its details, edit it, or mark it as complete. Click Add new task to add tasks to any step in the workflow.
When you click on an individual task, a pop-up will appear containing the task details (see below). From here you can do any of the following:
- Start recording time against the task.
- Set the progress bar to a specific percentage.
- Mark the task as Complete.
- Mark the task as N/A.
- Browse any related files.
- Update the task details.
- Set a start date for the task.
- Set a target date for the task.
- Set a labour centre for the task.
- Assign members to the task.
- Delete the task if it is not required.
Lead Resources
The Resources tab allows you to view all the different notifications and documents (such as quotes, invoices, items, etc.) that are linked to the lead.
- Files - View, upload or remove files related to this lead.
- Invoices - View all invoices related to this lead.
- Items (also known as specifications) - View or create new items for the lead.
- Jobs - View all jobs generated from this lead.
- Quotes - View all quotes (including revisions) related to this lead.
Lead Emails
The Emails tab allows you to send and receive emails related to your lead. These might be internal emails between staff members, emails to external service providers, or emails sent directly to your client.
The Emails tab ensures that all correspondence relating to the lead is kept in one place. This means that designated staff can view the correspondence at any time, and the chain of communication is upheld even when key staff are on leave or reassigned elsewhere.
