CRM and Lead Management

Managing Leads
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 manage ...
Tue, 13 Dec, 2022 at 5:19 PM
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 Le...
Tue, 13 Dec, 2022 at 10:14 AM
Updating an Existing Lead
You can update your leads in WorkGuru with new information from the Lead Dashboard.    From the Lead Tracker dashboard (Sales -> Lead Tracker) and cl...
Tue, 13 Dec, 2022 at 10:45 AM
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...
Tue, 13 Dec, 2022 at 11:15 AM
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...
Tue, 13 Dec, 2022 at 5:11 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 ...
Tue, 7 Feb, 2023 at 4:03 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 li...
Mon, 16 Jan, 2023 at 10:41 AM
Marking a Lead as Won or Lost
You can complete your lead by marking it won or lost. Mark as Won Marking a lead won will prompt to select the quote the client accepted.  Selected the ...
Tue, 13 Dec, 2022 at 6:07 PM
Managing Tenders as Leads
The WorkGuru lead tracker offers functionality useful when tracking tender submissions with correct sale forecast values.   To manage tender quotes in WorkG...
Mon, 30 Jan, 2023 at 1:43 PM