
Leads
Our collection of articles designed to help you convert more leads into paid jobs
7 articles
K
Written by Kristian and Dekel
How to create leads
Learn about how and when to create a lead in Workiz.K
Written by Kristian. Updated over a week ago
How to manage new leads
Learn how to manage leads after they’ve been created in Workiz.K
Written by Kristian. Updated over a week ago
Converting a lead into a job
Learn how to quickly convert a lead into a job.K
Written by Kristian. Updated over a week ago
Marking leads as lost
Learn how to mark leads as lost to provide you with a more accurate conversion rate.K
Written by Kristian. Updated over a week ago
Creating custom lead statuses
Learn how to create custom statuses for leads.K
Written by Kristian. Updated over a week ago
Creating automation rules for leads
Learn how to create Workiz Automation rules to help you keep track of leads.K
Written by Kristian. Updated over a week ago
Automatically create leads from your lead sources
Auto leads allow you to automatically create leads from lead sources you know
Written by Dekel. Updated over a week ago