CREATING A NEW LEAD

There are 2 ways to create a new Lead, but the first option below is preferred, as all Contact details are already pre-populated.

  1. Establishing a Lead from a Contact;
    • Before a Lead can be established, a contact must first exist. In the case of a builder, this may already be the case, as builders do work at multiple sites and therefore the address changes for every site, but the contact remains the same.
    • A Lead or a Job may be created directly from the contact page which will load the details for that contact directly into the Lead or Job.

    • Mandatory fields must be completed before the save button is enabled. This is so that Jobman will function correctly.
    • Only certain contact types can be turned into a Lead.
  2. Adding a new Lead is done by clicking on the  button in the Leads tab and filling in the following information:

    1. Use the drop-down box to select an existing contact or select the newly added contact.
    2. Set the Lead Status and Lead Type. Please refer to LEADS if this is not set up.
  3. Click save and wait for a second while the Lead Type data is set against the new lead, the screen will then reopen automatically for the checklist to be started. An incomplete checklist will have a warning sign  next to the checklist button.
  4. The most important part in setting up a Lead or Job is to make sure the checklist is started. This is done by clicking in the first Target Date and selecting a date. Today is normally the best option.  Clicking anywhere else will allow for the Target Dates to automatically fill in if Target Lead Times have been set up properly.

When this is complete and you select the first checkbox, this indicates that this lead is now set up and ready for data to be entered in against it. This will also record the fact that you just completed this operation.