Create A Sales Lead Process And Template
Create a Leads Process to track potential Jobs and Sales activity separate from active Jobs. Use a Lead Template to create Leads quickly with consistent Activities and Forms.
First create a Lead Process, then create a Lead Template.
See Related Articles below for more on Process details.
CREATE A LEAD PROCESS
- Go to Settings > Job > Process > +Create.
- Enter the Name of the new Process then click Save. Enter the name in singular form, Systemize will make it plural. For example, enter "Lead" for a Leads Process.
- Go to Settings > Job > Activity Types to add Activity Types to the Process.
- Click Assign Activities to add existing Activity Types to the new Process.
Click on the +Activity Type icon to create new Activities. - Go to Settings > Job > Forms to create or add existing Forms to the new Process.
- Click on the Leads tab at the top.
Click on the Assign icon to add existing Forms to the new Process.
Click on the +Create icon to create new Forms.
CREATE A LEAD TEMPLATE
- Go to Settings > Job > Templates > click on the Lead tab at the top.
- Click on +Create to create a new Template for this Process.
- Name the Template and add any Activities and Forms you want to appear in new Leads when they are created. Click Save.