Leads let you track and record all the activities and correspondence it takes to issue and revise a quote until it is accepted or declined.

To add a lead:

  1. From the WorkGuru menu, 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
  2. From the add lead screen, fill out the following
    1. Lead Number - Leave blank by default or specify a unique reference
    2. Name - Identify the lead with a name. Note, this name will also default as the quote and project name.
    3. Description - Details of the lead
    4. Owner - WorkGuru user responsible for the lead.  Useful for KPI reporting.
    5. Category - Likelihood of conversion (cold, cool, warm, hot)
    6. Stage - Where is the lead up to (new lead, discovery meeting, quote submitted, close meeting, awaiting decision)
    7. Close Probability - Percentage likely to accept the issued quote/proposal by the forecast close date.
    8. Forecast Close - Estimated date for quote acceptance.  Used for pipeline reporting.
    9. Client - Select the lead client from the dropdown list or Add a New Client if new
    10. Client Contact - Primary lead contact.
    11. Budget - Estimate client budget.
    12. Save when complete.
  3. The new lead is now ready:
    1. Quick Actions
      1. Edit Lead - Update the lead category, stage, probability and close date as the sales cycle evolves.
      2. Add Quote - Create and issue the quote/proposal for the lead. Accepted quotes will create a project with the lead and quote details automatically.
      3. Mark As Won - Marks the lead as won and prompts to create a project.  If a quote has been added to the lead, it will convert the quote to the project.
      4. Mark As Lost - Marks the lead as lost.  Useful for reporting purposes.
    2. Detail Tabs
      1. Quotes - Displays the quote details if one has been added to the lead.
      2. Activity - Add Activity - Track lead activities which are any interactions with the client such as emails and phone calls 
      3. Notes - Add Note - Record time and user stamped notes with lead specific information.
      4. Email History - Forward or CC emails related to the lead so they are logged in the lead history.  The email format is <tennantid>@workguru.email with the lead number in the subject line.
  4. The lead is now accessible to be updated from the leads dashboard at Sales -> Lead Tracker