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 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!
Lead labels can be viewed from the requests page and the client list. From the client page, there is a filter that can be used to display only leads.
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.
Note: Once the lead label has been removed from a client, it is not possible to remark this client as a lead.
Reporting
The report that shows a client's status (if it's a lead or not) is the client contact info report, which can be found from the Reports tab on the side navigation.
There will be a column for 'lead' in the report and it will show today's date. This is 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.
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".
