• 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, initial services, products, bundles necessary for the lead, assign estimator, 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 Map

  Overview 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: - Regular - Priority - Emergency color 1Some readers

• Leads List

  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 “Leads” below the assigned list (the leads that are unassigned or assigned to other estimators). Next to all the leads, there are 3 icons serving different purposes. (https:/Few readers

• Leads for Approval

  The leads that need to be approved are shown in the “For approval” section. The number of leads that need to be approved is shown in the red bubble. To approve the lead and change the lead status, click on either the "Eye" oFew 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”, click on the green “Plus” icon in the top right corner, fill in the name and click "Save". To edit an existing Status, clFew readers

• Tree Types

  In the "Tree Types" section you can find the list of trees, edit or delete them or add new ones. To add a new tree to the list, click on the "Plus" icon. In the pop-up window fill out the English and Latin names, pick a color and click "Create". To find a tree quicker, fill the name out in the "Search" section and click on the "Go" button. (https://storage.crisp.chat/uFew readers

• Work Types

  In the "Work Types" section you can find the work types, edit or delete them or add new ones. To add a new work type, click on the "Plus" icon. In the pop-up window fill out the full and short names and click "Create". To find a work type quicker, fill the name out in the "Search" section and click on the "Go" button. (https://storage.crisp.chat/users/helpdesk/website/Few readers