Leads & Sales
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      1. Moraware Systemize Knowledge Base
      2. Systemize Help
      3. Leads & Sales

      Track Sales Activity

      You can enable the Lead Process in Systemize to track your sales Leads separate from your Jobs. 

      1. Go to Settings > Job > Processes and click Lead. 
      2. Uncheck Inactive. Save.
      3. A new Lead tab will appear on the left. To change the order of Leads and Jobs Processes, click on the 2 under Sequence.
      4. Click on the double arrows to drag and drop the Lead Process.
      5. Go to the Leads tab and click +Create to create a Lead.