Manage Leads and Jobs
26 articles
- How to Add Tags to Leads or JobsTags help you quickly identify and categorize leads or jobs in MoverMate. They are useful for highlighting important information for your team, and any custom label relevant to your operations.
- How to Schedule a Survey in Movermate
- Creating a Lead with Metadata (Google Ads Tracking)
- How to Export the Sales Qualified Lead Report and Prepare It for Google Ads
- Lead Summary Overview
- Leads Table Overview
- Complete Guide: From Creating a Lead to Sending and Confirming an EstimateThis guide walks you through the complete process of creating a lead, generating an estimate, sending it to the customer, and confirming it.
- How to Add a Follow-Up in Movermate CRM
- How to Assign a Sales Representative to a Lead
- How to Convert a Lead into a Job in Movermate CRM
- How to Create an Estimate for Incoming Leads from Website or Other Sources
- How to Send an Estimate Email in Movermate CRM
- How to Take an Inventory List from a Customer in Movermate CRM
- Managing Leads: Edit, Duplicate, and Delete
- How to Import Leads into Movermate
- How to Edit Terms and Conditions for Booking Confirmation in Movermate
- How to Automatically Create Leads or Jobs in Movermate Using Elementor Forms and ZapierBy connecting your Elementor Form to Movermate via Zapier, you can automatically create leads or jobs in your CRM. This guide explains how to add a webhook to Elementor, connect…
- How to Automatically Create Leads or Jobs in Movermate from a Website Quote Form Using Gravity Forms and Zapier
- Job Summary Overview
- Jobs Table Overview
- How to Create a Job in MoverMate
- Managing Jobs: Edit, Duplicate, and Delete
- How to Import Jobs into Movermate
- Assigning Crew or Subcontractors in Movermate
- How to Edit Job Sheet Terms and Conditions in Movermate
- Unscheduled Jobs, Multi-Day Jobs & Reopening a Job: Use Cases (CRM)