WorkGuru Support Portal

The lead tracker in WorkGuru allows you to create leads (a possible sales opportunity or tender), manage your sales or tender pipeline and track your client...

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. You can also qui...

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 Le...

You can use a lead to track the sales cycle around issuing a quote.  This lets you track the activities, notes and emails related to the issue and hopefully...

You can update your leads in WorkGuru with new information from the Lead Dashboard.  Quickly update lead categories and stages directly from the lead dashbo...

If a lead is similar to a previous one, or you need to "re-open" a lost lead, an easy way to create a new lead is to copy an existing one. From th...

You can complete your lead by marking it won or lost. Mark as Won Mark as Lost Mark as Won Marking a lead won will prompt to select the quote the cl...

The WorkGuru lead tracker offers functionality useful when tracking tender submissions with correct sale forecast values.   To manage tender quotes in WorkG...

Lead activities allow you to track any interaction with the client for the duration of the sales process.  It will timestamp and log who called/emailed/visi...

Lead notes allow you to track any information relevant to the sales process in one location.  Very handy if a sales person has to take over the process mid ...