How do I track calls and meetings with a lead?
In the Leads module, you can pick any Lead you wish to track the calls for, and once inside the Lead, select the Sales tab. Under Sales tab at the bottom, you will see the Activity panel and you can Add a New Activity and choose the type as "call" to track the calls. If there is an upcoming call, it will show it in the dashboard of the Leads module.
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Basics of Safety Meetings
Purpose: Safety Topics are very important in helping you stay current with many OSHA requirements. Contractor Foreman allows you to select topics pertinent to your trade as well as select more general topics. Safety topics are used in the Safety ...
How to Convert a Lead to a Customer?
Converting a Lead to a Customer has never been easier, go to: Menu > Directory > Leads > Select a lead > Contact Tab > Action Button > Select from Dropdown Convert to Customer
How do I convert a Lead to a Customer?
To convert a Lead to a Customer, go to the Leads module and on the right hand corner, you will find the three dots next to the Lead in question. Click on the three dots and select Convert to Customer.
How do I add a new Lead Source?
Adding a new Referral Source can be done while creating a new Lead. Go to the Sales tab and click on the Referral Source drop down and type the new Source you wish to add and hit Enter. You can modify the items that appear in the list by going to ...
Can I add a lead capture form to my website?
Yes, it is possible to add a lead capture form onto the website. You can generate an API key from Contractor Foreman and have your website developer add it to your website.