Adding a Lead

To add a new lead, go to Sales -> Lead Tracker dashboard and click on the Add a New Lead button or click on the New Lead shortcut from Sales -> New Lead

From the add lead screen, fill out the relevant fields.  WorkGuru will prompt if you have missed any required fields.

• Lead Number - Leave blank by default or specify a unique reference
• Name - Identify the lead with a name. Note, this name will also default as the quote and project name.
• Description - Details of the lead
• Owner - WorkGuru user responsible for the lead. Useful for KPI reporting.
• Category - Select lead category from dropdown
• Stage - Select lead stage from dropdown
• Close Probability - Percentage likely to accept the issued quote/proposal by the forecast close date.
• Forecast Close - Estimated date for quote acceptance. Used for pipeline reporting.
• Client - Select the lead client from the dropdown list or Add a New Client if new
• Client Contact - Primary lead contact or Add Contact if new (only available if a client is selected)
• Billing Client - Update invoiced client.  Defaults to the selected client.
• Billing Client Contact - Select contact from the selected billing client if present.
• Budget - Estimated or provided client budget.

Click Save when complete and the new lead is now ready. The lead is now accessible to be updated from the leads dashboard at Sales -> Lead Tracker