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.