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• Creating a New Lead on the Client's Profile

  If you want to add a new lead for an already existing client, click on the "Create New Lead" on the client's page. In the pop-up window, you can add lead details, add initial services, products, bundles necessary for the lead, schedule an appointment, add files, etc. After saving the new lead, it will be added on the client's page ready for estimation.Some readers

• Leads List

  You can find the leads via the live search, on the client's profile or by navigating to the leads list or the leads map. Leads list includes all the current leads waiting for estimation in a list form. The Leads list is divided into 2 sections: “Leads Assigned to Me” (the leads assigned to the estimator) and “Opportunity Awaits” (the leads that are unassigned or assigned to other estimators). NeSome readers

• Leads Map

  You can find the leads via the live search, on the client's profile or by navigating to the leads list or the leads map. On the leads map you can find all the current leads. It helps the estimators to see how far/near the leads are and which of the leads they should estimate based on the locations. On the Map, the pins have different colors for different lead factors: ****- ReguSome readers

• Lead Statuses

  In the “Lead Statuses” section you will have access to the list of statuses that are used for the lead. Lead statuses can be edited and added. To add a new “Lead Status”, please click on the green “Plus” icon in the top right corner. To edit an existing Status, please click on the *“Pencil”Some readers

• Leads for Approval

  The leads that need to be approved are shown in the “For approval” sub-module. The number of leads that need to be approved is shown in the red bubble. Here you will find all the leads for approval in the list with detailed information. To change the lead status, please click on either of the icons and change the sFew readers