Table of Contents
Overview
The ability to differentiate between a lead and active client can help you respond to potential clients faster - winning you more work.
With a lead label showing in your client list, you can track and manage your clients and leads. This way you can tell at a glance who is an existing client and who is a prospective client allowing you to prioritize your time and resources.
Lead labels can be viewed from the requests list and the client list or directly on clients who meet the conditions to be considered a lead.
Lead management is available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
When does a lead become a client?
In order to track which people have had work done, the label for "lead" will appear until one of these actions is taken:
- A job is created for them
- An invoice is sent to them
- Their quote is approved
These actions represent the jump from a lead or prospective client to a client. Once one of these actions have happened, the lead label will be removed from the client's profile.
If you upgrade your Jobber account to a plan that includes lead management, existing clients that haven't yet passed the actions listed above will have a lead label.
Note: Once the lead label has been removed from a client, it is not possible to remark this client as a lead.
Lead source
The lead source field is available on Grow, Connect, and Core plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
When adding or editing a client, there is a field for Lead Source. This is where you can indicate how this customer found your business. The lead source field has dropdown options for:
- Referral
- Flyer
- Vehicle wrap
- Event
- Other
Once selected, the lead source appears on the client's profile as well as a column option in the client contact info report.
Client contact info report and leads
The client contact info report is the report that includes columns on leads, including "Lead (as of today's date)" and "Lead source". To navigate to the client contact info report, select Reports from the side navigation and from under the client reports heading, select Client Contact Info.
The "Lead (as of today's date)" will show either "Yes" or "No" to indicate if this client is considered a lead or not as of today. Today's date is included in the report to indicate that the lead status reflects a certain point in time. Some of the folks who appeared as leads months ago might now be valued clients so the report would have shown different statuses in the past.
The "Lead source" column displays the lead source entered when creating or editing the client.
Importing clients
When doing a client import, all the entries in your CSV spreadsheet will be entered into Jobber as clients so you will not see the lead label on these clients after an import.
Leads and QuickBooks Online
All clients will sync with QuickBooks Online, including clients that have the lead label.
Leads and Mailchimp
The client's lead status will sync to Mailchimp and is visible on the contact's profile in the Personal Information section.
The lead status appears as "Is Lead?" and can be used to create a segment for your audience. You might want to create a campaign that specifically targets those prospective clients in order to win more work. To target leads, you will want to create the segment with conditions to match "Is Lead?" "is" "Yes".