LEAD CHECKLIST

Importance of Populating and Updating the Lead Checklist

Jobman is target driven and a measurable software tool for CRM sales processes. It is important to understand the use of checklists as an important core driver of the Jobman software. Lead operation types set up for their required lead types is one important step that will enable staff to record time against and complete lead tasks. This will then update the checklist and lead status automatically.

Once leads are created, the second and most critical step is to set the durations and target dates for each operation. For Jobman to be most effective, each operation has to be ticked off on the checklist as it is completed. This will manage the process from beginning to end, make staff more accountable that may result in your sales staff improving their lead conversions.

Note: If you fail to populate and use the lead checklist function as outlined above, you will miss out on a lot of other functionality which flows from the checklist i.e. Agenda Screens, automated email triggers, lead bar chart, and filter options on Reports.

The Time and Attendance works in accordance with Jobman’s checklists and it is very important to set the first target date so that the rest populate. This will only happen when Lead Target Lead times have been setup correctly.

Once you have setup the Lead Status and Lead Operations you can access the Leads checklist in two ways.

Double click on a lead then click on Checklist

Note: If the Alert icon is shown next to the Checklist button, it indicates that the Checklist has not been set-up yet.
Click on the check box on the Leads screen.

Existing leads will keep their lead statuses and lead operations. Only new jobs will receive any modifications made to lead statuses and lead operations.

Target dates may be locked so that they cannot be edited. This is useful when you have a specific date that must be met.

Not Applicable (N/A) Lead Operation

If operations are not applicable, there are two ways to remove them from the flow: individually by checking individual checkboxes (1) or as a block by checking the N/A All checkbox (2).

Locking a Duration and Target Date

When a target date is changed, there is an option to adjust all other dates automatically. To prevent a specific duration and target date from being changed, click on the lock icon . The lock icon changes slightly and the time and date are grayed out.

Changing a Target Date

You can change an individual Target Date by using the up and down arrows.

This approach does not prompt you to update any other operations.
You can also click on the calendar icon and select a date from the available options.

Once you click outside the calendar box, you are prompted to update the other target dates. You have the choice of updating target dates before and/or after the one you just edited. Should you select either one or both, all selected target dates are automatically adjusted, with the exception of the ones that have been locked.