CRM and Lead Management

Adding a Lead
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 lea...
Mon, 23 May, 2022 at 12:10 PM
Updating an Existing Lead
You can update your leads in WorkGuru with new information from the Lead Dashboard.    Go to Sales -> Lead Tracker and click on the Lead Number of the ...
Wed, 2 Jun, 2021 at 12:08 PM
Adding a Quote to Lead
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...
Mon, 23 May, 2022 at 12:38 PM
Adding a Lead Activity
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...
Wed, 2 Jun, 2021 at 12:23 PM
Adding a Lead Note
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 ...
Mon, 23 May, 2022 at 1:55 PM
Lead Emails
You can easily file emails relevant to a lead by forwarding an email to your WorkGuru's email address with the lead number in the email's subject ...
Mon, 23 May, 2022 at 1:56 PM
Marking a Lead as Won or Lost
You can complete your lead by marking it won or lost. Marking a lead won will create a project, either based on the leads' accepted quote or a blank...
Wed, 2 Jun, 2021 at 12:27 PM