The Lead Manager module is an add-on to WorkflowMax, allowing you to create leads A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. , manage your sales pipeline, and track your contact history.
When a lead is won, you can easily convert it to a job, eliminating double entry.
To work with the Lead Manager, you need to have your Financial Privileges > Lead Management privilege selected.
Working with Lead Manager
- Add an activity to a lead
- Archive or restore a lead
- Create a quote or estimate from a lead
- Create or edit a lead
- Delete a lead
- Mark a linked lead as won or lost
- Mark an unlinked lead as won or lost
- Tick off completed activities