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Leads

Our collection of articles designed to help you convert more leads into paid jobs

7 articles
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Written by Kristian and Dekel

How to create leads

Learn about how and when to create a lead in Workiz.
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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.
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Written by Kristian. Updated over a week ago

Converting a lead into a job

Learn how to quickly convert a lead into a job.
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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.
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Written by Kristian. Updated over a week ago

Creating custom lead statuses

Learn how to create custom statuses for leads.
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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.
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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
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Written by Dekel. Updated over a week ago