Marking an Unlinked Lead as Won or Lost
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All tab is selected.
- Drill down on the name of the Client/Prospect for the lead that you wish to work with.
- Do one of the following:
Mark the lead as Won
- On the lead information screen, select Won. The Lead Won screen is displayed to allow you to turn the lead into a job.
- On the Lead Won screen, provide the following information, as required.
Field Description Job Information Client/Prospect The client/prospect that this job is for.
Contact The name of the client's contact person.
Template A job templateA job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. lets you quickly add a ‘bundle’ of predefined tasks, costs and other features to the job. If you don’t use a job template, you’ll have to manually add these features one-by-one on the job detail screen.
Although you can select only one template on the New Job screen, on the job detail screen you can apply additional templates to get the exact mix of tasks, costs and milestones you require for a specific job.
If you wish to use a job template, you must create it beforehand.
Name The name to use for this job. The name should be unique and descriptive. For Example:
- Bloom Flowers - Website Design and Build
- Chalmers House - Concept Design
- Abacus Ltd - Lot 47 Subdivision.
The first three letters of any word in the job name (Blo, Flo, Cha, Des, above) can be used to search for jobs in the global search field.
The job Name can be displayed in reports and in custom print templates (on invoices, for example) if you wish.
Description A detailed description of the job. The description can appear on job reports and on invoices, if required.
State The job stateJob states usually match the stages in your company's job workflow, such as Planned, In Progress or Completed. By adding notifications to each job state, you can communicate to key people how a job is progressing - and when it's time for them to take action. normally matches the high-level stages in your company's job workflow, such as Planned, In Progress or Completed.
As work progresses, a change of job state can trigger a notification that is sent out to staff involved with the job - useful for keeping everyone informed of progress.
You can use, change or re-order the default job states, or create new ones to reflect the job flow in your business, if you wish.
Category A job categoryJob categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. for this job, if applicable. Job Categories allow you to group different types of jobs together, for more detailed reporting. If you wish to use job categories, you must create them beforehand.
Using Job Categories also allows for the automatic pre-coding of sales and purchase invoice information to Job Category-specific General Ledger Income and Cost of Sale accounts in your Xero account.
Schedule Information Start Date The planned start date for the job – today, by default. Update this manually or use the Job schedule management feature.
You can also set independent Start and Due dates for tasks as well, but these cannot fall outside the Start and Due dates for the job itself.
Due Date The planned completion date for the job – today, by default. Update this manually or use the Job schedule management feature.
You can also set independent Start and Due dates for tasks as well, but these cannot fall outside the Start and Due dates for the job itself.
Account Manager The staff member who is responsible for the client’s account for this job (may be the same or different from the job Manager). Select the staff member from the drop-down list, if required.
Manager The name of the manager responsible for job (may be the same or different from the Account Manager). Select the staff member from the drop-down list, if required.
Staff Staff allocated to this job. Select one or more staff from the list of available staff.
Only those staff selected here can be allocated to, and write time sheets to, tasks on the job.
It is critical that staff are set up with the correct Staff Base rates and Staff Billable rates and appropriate staff security privileges.
- Save your changes.
- The lead is converted to a new job.
- If the lead is related to a prospect – the prospect is converted automatically into a client.
- In the Lead Manager, Archive tab, the State of the lead is changed toWon.
- The Job Manager, job information screen is displayed.
Mark the lead as Lost- On the lead information screen, select Lost and confirm that you wish to change the status to lost.
- In the archive, the State of the lead is changed to Lost.
- The Lead Manager All tab is displayed.