Lead Manager

Lead Manager overview

The Lead Manager module is an add-on to WorkflowMax, allowing you to create leadsA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client., manage your sales pipeline, and track your contact history.

When a lead is won, you can easily convert it to a job, eliminating double entry.

To work with the Lead Manager, you need to have your Financial Privileges > Lead Management privilege selected.

Working with Lead Manager

Creating a lead

Editing a lead

Adding an activity to a lead

Ticking-off completed activities

Marking a lead as won or lost

Archiving or un-archiving a lead

Deleting a lead

Creating an estimate from a lead

Creating a quote from a lead

Lead manager options

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