Use the Lead to record what was discussed and what happens next. Calls and messages still use your usual phone or email tools; logging an activity records that conversation in Jobsworth.
1. Open the Lead
Open Leads, select the person and check their contact details. Use Call sheet to find Leads with a next step to follow up.
2. Record the conversation
Choose the relevant activity, such as a call, message, email, meeting or note. Record what was said and any decision or promise that matters to the work. Save the activity and check it appears in the Lead’s history.
Writing an email activity does not send an email. Keep the actual message in your normal email service.
3. Set the next step
Enter the next action and its due date. For example, record a call to confirm access or a date to discuss the Quote. Change the stage yourself when the position changes.
4. Continue into the work
Use Start a Project when the Lead needs a Quote, Estimate or Visit. Follow the Lead guide to review the Customer and Project before creating them.
If something is missing
Check that you opened the intended Lead and Business. If a save is uncertain, inspect the activity history before recording the same conversation again.