Leads & Jobs

Creating & Assigning Leads

• How to Create a Lead
• How to Assign Leads
• How to View Assigned Leads

Working in a Lead/Job

• Lead Intelligence - Ranking
• Job Overview
• Submitting a Job for Approval
• Profit Analysis

Managing Unassigned Leads

• Unassigned Leads
• My Distributed Leads
• Distributed Leads

Reassigning Leads and Jobs

• How to Reassign a Lead or Job File for One User
• How to Reassign Leads & Job Files in Bulk

Lead Creation Tools

Web To Lead Form, API, Zapier, Importing Leads

• Sales Rabbit Pro
• Capturing Leads with Web to Lead Form
• API Keys Setup
• Creating a Zap with Zapier
• HomeAdvisor Setup
• Set Up SalesRabbit Integration

Jobs

• Reopening Dead or Cancelled Jobs
• Changing The Primary Contact On A Job
• Edit Job Progress
• Approving Jobs
• Manually Entering Payments & Expenses
• Delete a Job

Invoicing

• Job Statements
• How to Invoice in Full
• How to Send a Partial Invoice
• How to Create an Invoice Sequence
• Linking Payments & Sending Paid Invoices

Appointments/Events

• Automations Every Company Should Have
• Creating Calendar Appointments/Events
• Job Appointments