How to Manage Customer Leads and Quotes

The Job Inbox is where you manage customer leads and track your sales pipeline. Each lead represents a potential job or quote request from a customer. This guide will help you process leads effectively to convert them into jobs.

ACCESSING YOUR JOB INBOX

To view and manage customer leads:

1. Log in to your account dashboard

2. Click on "Customer Leads" in the left navigation menu under "Business Operations" > "Marketing"

3. You'll see the "Job Inbox" with a Sales Pipeline

UNDERSTANDING THE SALES PIPELINE

Each lead displays: Customer:

- The name of the customer who submitted the lead Job Description

- What the customer is asking for Photo

- A profile or job-related photo if uploaded Status

- NEW, COMPLETED, or other custom statuses Next Step

- Actions like View Record, Archive, Process Lead, Cancel

PROCESSING A CUSTOMER LEAD

Converting a Lead to a Quote:

1. Find the lead in your Sales Pipeline

2. Click the blue "Process Lead" button

3. Review customer information and job details

4. Create a quote with your pricing and terms

5. The lead status updates to show it's been processed

Viewing Lead Details:

1. Click "View Record" to see full details

2. Review complete job description and customer information

3. Add notes or comments about the lead

Archiving a Lead:

1. Click the "Archive" button next to the lead

2. The lead is moved out of your active pipeline

3. Archived leads can be retrieved if needed

Canceling a Lead:

1. Click "Cancel" next to the lead

2. The lead will be removed from your pipeline

BEST PRACTICES FOR LEAD MANAGEMENT

Process leads promptly

- Respond within 24 hours for best conversion Follow up regularly

- Check your Job Inbox daily Organize by status

- Use your status system to track stages Add notes

- Include important details in lead records Archive old leads

- Keep your active pipeline clean Track conversion rates

- Monitor how many leads become jobs

FREQUENTLY ASKED QUESTIONS

Q: How do I convert a lead to a job?

A: Click "Process Lead" and follow the quote or job creation process.