LEAD CHECKLIST

Importance of populating and updating lead checklist: 

Jobman provides you with both being target driven and a measurable software tool for CRM sales processes, therefore to achieve the best use and functionality of Jobman for your company, it’s important to understand how the use of checklists will be the most important key core driver of your Jobman software. Setting up all you lead operation types set up for their required lead types is one important step, this will enable you to have staff log onto record time against the required lead tasks, and also complete these, in which will update the checklist and lead status automatically. The second and most critical step is once leads are created, you must make it a priority to set up the checklist with populated durations, target dates due, and update the operation types listed as they are complete. This will make staff accountable, and also manage the required process from beginning to end as required for the leads, which should result in your sales staff improving their lead conversions. 

Note: Unfortunately 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, this will include 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 Lead Statuses and Lead Operations you can access the Leads checklist in two ways.

  1. Double click on a Lead then click on to the Checklist Button
     

    NOTE: If the Alert icon  is shown next to the Checklist button, it indicates that the Checklist has not been set up yet. 

  2. 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 needs to be met as requested by a client.

Not applicable (N/A) Lead Operations

If operations are not applicable, there are 2 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 exemption of the ones that have been locked. 

      

 

Changing the Duration

 

To change a Target Duration, simply select a different time. This will not affect any other operations.

 

Completing an operation

 

You can complete an operation with one click. By doing so, the Actual Date, 100% and your Staff name are automatically filled in.

This also affects the Target Calendar by making the next operation available.