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.