Creating a Lead

When a new leadA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. arises, you will normally track it by creating a lead from scratch in Lead Manager. You can then progress the lead through to a quote or estimate and to a job in due course.

However, you may already have a number of quotes or estimates in WorkflowMax that were not based on leads. In that case, you can retrospectively create leads from existing quotes or estimates, either by:

  • creating a lead from a specific quote or estimate, or by
  • importing all current and draft quotes back into Lead Manager.

Once these quotes or estimates are in Lead Manager, you can monitor their progress as through they were created there originally.

Creating leads

Creating a lead from scratch

Creating a lead from a quote or estimate

Importing leads from quote manager

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