Overview
If you want to add a new lead for an already existing client, click the Add New → Lead on the client's page.
In the pop-up window, you can add lead details, initial services, products, bundles necessary for the lead, assign estimator, schedule an appointment, add files, etc.
After saving the new lead, the system will add it to the client's page, ready for estimation.
To learn how Schedule Appointment works, click here.
The newly created leads will appear in the Projects → In progress tab. The project flow is designed in the way users can easily track the project's stage, assign a contact for the job, change the statuses of each step in a project, all from the same page.
1. To change the status of the lead, please click the drop-down menu.
2. To assign an estimator to the project, click the estimator's name and choose the employee from the list.
3. To assign a contact for the project, click the client name and choose the person from the list.
4. To choose a pop-up menu, click the 3 dots drop-down menu.
The various options will appear:
- Open the lead’s profile;
- Create a new task for the lead;
- Create an estimate;
- Delete the lead.
Please note that it’s possible to change the assigned contact and estimator for the project at any stage of the job.
Lead Profile
On the Lead profile, you can add any new information related to the lead or edit the existing data.
1. Change the lead's status.
2. Change the lead's priority.
3. Choose the lead's reference.
4. Postpone the lead to the selected date.
5. Change the address for the project.
6. Assign an estimator to the lead.
7. Change taxes.
Adding/editing/removing tax rates is configured in the Prices Management section of Company Management.
8. Schedule an appointment.
9. Notify an estimator about call request from the client.
10. Add Tags.
11. Add/Delete Services/Products/Bundles.
12. Return to the Client's Profile.
13. Project Address. The Lead - is a 1st stage of a project. To get more information about it check this section in the Client Profile and Editing article.