Create A Sales Lead Process And Template

Use a Leads Process to track potential Jobs and Sales activity separate from active Jobs. Every Systemize database has a Lead Process, Template, and Activities built in by default, but they are inactive. Forms can also be created and added to the Leads Template to keep all potential customer information in one place. 

Activate the Lead Process, and use the default Lead Template, to create Leads quickly with consistent Activities and Forms.

ACTIVATE THE LEAD PROCESS

1. Go to Settings > Job > Process > click the grey underlined Leads .
2. Go to Settings > Job > Activity Types to add Activity Types to the Process.
3. Click Assign Activities to add existing Activity Types to the new Process.
   Click on the +Activity Type icon to create new Activities.
4. Go to Settings > Job > Forms to create or add existing Forms to the new Process.
5. 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.

EDIT THE LEAD TEMPLATE

1. Go to Settings > Job > Templates > click on the Standard Lead Template.
2. Click on +Create to create a new Template for this Process.
3. Add or remove any Activities and Forms you want to appear in each new Lead created.