Back to: Complete Jobman Set-Up Guide for Administrators
To create a lead, follow these steps:
- From the User Menu Panel, navigate to Leads and click Create.
- Enter the contact, contact person, and lead type. You can use the drop-downs to select existing options, or click Add new to create a new contact/person/lead type on the fly.
- Enter a description if applicable.
- Add lead items if applicable.
- Choose a lead workflow.
- Add any relevant location details such as site address.
- Add notes if applicable.
- Add members if applicable.
- Complete any other questions that you may have created in Settings > Leads > Details.
- Click Create again.
Click into your lead at any time from the Leads tab and click Update to change any of these details.
Tip: The best time to add lead items is when you’re meeting your customer, especially onsite or in your showroom. Add relevant details to your lead in Jobman as they are discussed during the meeting.
Lead Numbers Explained
When you create a lead in Jobman, it will automatically be assigned a unique number, which you can use to search for it in your software.
Lead numbers are generated according to this formula:
YY/MM-XXX
YY – Year
MM – Month
XXX – Number of leads created in that month
For example, if you created 6 leads in November 2022, your sixth one would have this lead number:
Please Note: If you prefer to use your own lead numbering system, you can manually update a lead number by clicking into your lead and clicking Update. However, you will need to do this every time you create a new lead.
