Manage Leads and Jobs
22 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.
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