CRM and Lead Management
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
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
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
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
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
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
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, 16 Jan, 2023 at 10:41 AM
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
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