Manage Leads and Jobs
19 articles
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